ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 314 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,715 | +24.4% | 29,254 | -0.2% | 0.28% | +22.2% |
| Q4 2022 | $2,183 | -99.9% | 29,309 | +23.7% | 0.23% | +19.8% |
| Q3 2022 | $1,738,000 | -16.5% | 23,690 | -9.0% | 0.19% | -9.0% |
| Q2 2022 | $2,082,000 | -34.8% | 26,037 | -15.9% | 0.21% | -12.8% |
| Q1 2022 | $3,192,000 | +61.3% | 30,974 | +55.6% | 0.24% | +25.4% |
| Q2 2021 | $1,979,000 | +17.8% | 19,911 | +3.9% | 0.19% | +26.1% |
| Q1 2021 | $1,680,000 | +44.2% | 19,160 | +40.0% | 0.15% | +2.7% |
| Q4 2020 | $1,165,000 | +80.9% | 13,688 | +305.2% | 0.15% | 0.0% |
| Q1 2019 | $644,000 | +36.4% | 3,378 | +14.4% | 0.15% | +2.1% |
| Q4 2018 | $472,000 | -54.5% | 2,952 | -44.8% | 0.15% | -46.3% |
| Q3 2018 | $1,038,000 | +10.1% | 5,352 | +1.2% | 0.27% | +5.0% |
| Q2 2018 | $943,000 | +83.8% | 5,291 | +73.6% | 0.26% | +65.0% |
| Q1 2018 | $513,000 | -64.5% | 3,047 | -69.3% | 0.16% | -27.6% |
| Q4 2017 | $1,445,000 | +91.1% | 9,926 | +96.9% | 0.22% | -8.8% |
| Q3 2017 | $756,000 | +7.4% | 5,041 | -0.0% | 0.24% | -0.8% |
| Q2 2017 | $704,000 | +55.4% | 5,042 | +16.2% | 0.24% | -18.4% |
| Q4 2014 | $453,000 | +228.3% | 4,340 | +216.8% | 0.29% | +281.8% |
| Q3 2014 | $138,000 | – | 1,370 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |