ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 173 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $970,000 | +199.4% | 6,942 | +157.7% | 0.03% | +237.5% |
| Q4 2016 | $324,000 | -78.3% | 2,694 | -80.7% | 0.01% | -68.0% |
| Q4 2015 | $1,496,000 | -40.2% | 13,973 | -44.8% | 0.02% | -39.0% |
| Q3 2015 | $2,503,000 | +901.2% | 25,305 | +957.5% | 0.04% | +925.0% |
| Q2 2015 | $250,000 | -65.3% | 2,393 | -65.2% | 0.00% | -73.3% |
| Q1 2015 | $721,000 | -69.7% | 6,872 | -69.9% | 0.02% | -61.5% |
| Q4 2014 | $2,382,000 | -37.7% | 22,816 | -42.2% | 0.04% | -33.9% |
| Q2 2014 | $3,824,000 | +1295.6% | 39,472 | +1212.2% | 0.06% | +1866.7% |
| Q1 2014 | $274,000 | +8.3% | 3,008 | -6.4% | 0.00% | 0.0% |
| Q3 2013 | $253,000 | – | 3,215 | – | 0.00% | – |
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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% |