ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $68,000 | +13.3% | 800 | +300.0% | 0.01% | -13.3% |
| Q3 2020 | $60,000 | +11.1% | 200 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $54,000 | +28.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $42,000 | -12.5% | 200 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $48,000 | +14.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $42,000 | +5.0% | 200 | 0.0% | 0.01% | +9.1% |
| Q2 2019 | $40,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $40,000 | +25.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $32,000 | -20.0% | 200 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $40,000 | +11.1% | 200 | 0.0% | 0.01% | +9.1% |
| Q2 2018 | $36,000 | -99.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $33,642,000 | +3.3% | 200 | 0.0% | 0.01% | +10.0% |
| Q4 2017 | $32,554,000 | +8.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $29,984,000 | +7.3% | 200 | 0.0% | 0.01% | +25.0% |
| Q2 2017 | $27,944,000 | +3.4% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $27,034,000 | +12.4% | 200 | 0.0% | 0.01% | +14.3% |
| Q4 2016 | $24,050,000 | -49.5% | 200 | -79.5% | 0.01% | 0.0% |
| Q3 2016 | $47,600,000 | +126.1% | 976 | +388.0% | 0.01% | +16.7% |
| Q2 2016 | $21,056,000 | -3.0% | 200 | 0.0% | 0.01% | -14.3% |
| Q1 2016 | $21,700,000 | -59.5% | 200 | -60.0% | 0.01% | -53.3% |
| Q4 2015 | $53,516,000 | +8.2% | 500 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $49,450,000 | -5.5% | 500 | 0.0% | 0.02% | +6.7% |
| Q2 2015 | $52,336,000 | -0.3% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $52,480,000 | -97.3% | 500 | -97.3% | 0.02% | -97.3% |
| Q4 2014 | $1,967,314,000 | +89.0% | 18,844 | +82.4% | 0.56% | +87.6% |
| Q3 2014 | $1,040,852,000 | +2.0% | 10,330 | -1.9% | 0.30% | -11.5% |
| Q2 2014 | $1,020,534,000 | -33.6% | 10,534 | -37.6% | 0.34% | -36.2% |
| Q1 2014 | $1,537,093,000 | +144908.8% | 16,880 | +40.7% | 0.53% | +46.4% |
| Q4 2013 | $1,060,000 | – | 11,994 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |