ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 334 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $529,000 | -44.6% | 4,526 | -52.0% | 0.03% | -47.2% |
| Q3 2021 | $955,000 | +56.6% | 9,438 | +53.7% | 0.05% | +51.4% |
| Q2 2021 | $610,000 | +13.4% | 6,142 | 0.0% | 0.04% | +6.1% |
| Q1 2021 | $538,000 | -3.6% | 6,142 | -6.4% | 0.03% | -10.8% |
| Q4 2020 | $558,000 | +6.3% | 6,563 | +275.9% | 0.04% | -9.8% |
| Q3 2020 | $525,000 | +11.5% | 1,746 | 0.0% | 0.04% | +5.1% |
| Q2 2020 | $471,000 | +29.0% | 1,746 | -2.2% | 0.04% | +8.3% |
| Q1 2020 | $365,000 | +13.7% | 1,786 | +29.2% | 0.04% | +38.5% |
| Q4 2019 | $321,000 | -11.6% | 1,382 | -22.3% | 0.03% | -18.8% |
| Q3 2019 | $363,000 | -32.3% | 1,778 | -34.5% | 0.03% | -31.9% |
| Q2 2019 | $536,000 | +5.7% | 2,713 | +1.9% | 0.05% | -2.1% |
| Q1 2019 | $507,000 | +18.2% | 2,663 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $429,000 | -2.9% | 2,663 | +16.6% | 0.05% | +2.1% |
| Q3 2018 | $442,000 | +8.9% | 2,283 | 0.0% | 0.05% | +9.3% |
| Q2 2018 | $406,000 | +3.3% | 2,283 | -2.4% | 0.04% | 0.0% |
| Q1 2018 | $393,000 | +1.3% | 2,338 | -2.0% | 0.04% | +2.4% |
| Q4 2017 | $388,000 | +7.2% | 2,385 | 0.0% | 0.04% | +2.4% |
| Q3 2017 | $362,000 | -4.0% | 2,385 | -11.7% | 0.04% | -10.9% |
| Q2 2017 | $377,000 | +3.6% | 2,700 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $364,000 | +13.8% | 2,700 | +1.3% | 0.05% | 0.0% |
| Q4 2016 | $320,000 | +0.9% | 2,665 | 0.0% | 0.05% | -4.2% |
| Q3 2016 | $317,000 | +96.9% | 2,665 | +73.6% | 0.05% | +77.8% |
| Q2 2016 | $161,000 | -3.0% | 1,535 | 0.0% | 0.03% | -12.9% |
| Q1 2016 | $166,000 | -5.1% | 1,535 | -6.6% | 0.03% | -13.9% |
| Q4 2015 | $175,000 | +10.8% | 1,644 | +8.2% | 0.04% | +2.9% |
| Q3 2015 | $158,000 | +3.9% | 1,519 | +4.3% | 0.04% | +2.9% |
| Q2 2015 | $152,000 | +153.3% | 1,456 | +155.0% | 0.03% | +30.8% |
| Q1 2015 | $60,000 | -65.5% | 571 | -66.3% | 0.03% | -76.6% |
| Q4 2014 | $174,000 | -29.0% | 1,694 | -29.2% | 0.11% | +46.1% |
| Q3 2014 | $245,000 | +5.6% | 2,394 | 0.0% | 0.08% | +16.9% |
| Q2 2014 | $232,000 | +6.4% | 2,394 | 0.0% | 0.06% | -9.7% |
| Q1 2014 | $218,000 | +3.3% | 2,394 | 0.0% | 0.07% | -4.0% |
| Q4 2013 | $211,000 | +12.2% | 2,394 | 0.0% | 0.08% | +5.6% |
| Q3 2013 | $188,000 | – | 2,394 | +41.3% | 0.07% | – |
| Q2 2013 | $0 | – | 1,694 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,262,531 | $395,605,502 | 16.42% |
| Mendel Capital Management LLC | 118,534 | $11,001,111 | 9.94% |
| Buttonwood Financial Group, LLC | 94,654 | $8,784,756 | 8.76% |
| Pariax, LLC | 29,138 | $2,704,298 | 8.23% |
| Signature Wealth Management Partners, LLC | 73,245 | $6,797,934 | 6.31% |
| Stonebridge Financial Planning Group, LLC | 88,217 | $8,187,453 | 5.28% |
| EWG Elevate Inc. | 126,857 | $11,773,623 | 5.02% |
| Quantitative Advantage, LLC | 356,495 | $33,086,311 | 4.80% |
| West Wealth Group, LLC | 96,739 | $8,978,305 | 4.16% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 46,688 | $4,333,103 | 3.99% |