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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $17,000 | -56.4% | 100 | -58.3% | 0.01% | -61.5% |
| Q4 2017 | $39,000 | +8.3% | 240 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $36,000 | +5.9% | 240 | 0.0% | 0.01% | -7.7% |
| Q2 2017 | $34,000 | +6.2% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $32,000 | +10.3% | 240 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $29,000 | 0.0% | 240 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $29,000 | +16.0% | 240 | 0.0% | 0.01% | +18.2% |
| Q2 2016 | $25,000 | -3.8% | 240 | 0.0% | 0.01% | -21.4% |
| Q1 2016 | $26,000 | 0.0% | 240 | 0.0% | 0.01% | -6.7% |
| Q4 2015 | $26,000 | +23.8% | 240 | +14.3% | 0.02% | +15.4% |
| Q3 2015 | $21,000 | -4.5% | 210 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $22,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | +100.0% | 210 | +90.9% | 0.01% | +75.0% |
| Q4 2014 | $11,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 110 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $11,000 | +10.0% | 110 | 0.0% | 0.01% | +12.5% |
| Q1 2014 | $10,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $10,000 | – | 110 | – | 0.01% | – |
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% |