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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,581,000 | -15.8% | 22,390 | +2.1% | 2.76% | -4.9% |
| Q3 2018 | $4,254,000 | +14.0% | 21,923 | +4.7% | 2.90% | +7.4% |
| Q2 2018 | $3,732,000 | +19.5% | 20,936 | +12.7% | 2.70% | +15.1% |
| Q1 2018 | $3,124,000 | +11.8% | 18,571 | +8.2% | 2.35% | +9.9% |
| Q4 2017 | $2,795,000 | +11.0% | 17,171 | +2.3% | 2.14% | -1.2% |
| Q3 2017 | $2,517,000 | +6.8% | 16,786 | -0.5% | 2.16% | +7.0% |
| Q2 2017 | $2,357,000 | +11.1% | 16,871 | +7.5% | 2.02% | +3.9% |
| Q1 2017 | $2,122,000 | +16.0% | 15,696 | +3.2% | 1.94% | +8.3% |
| Q4 2016 | $1,829,000 | -0.5% | 15,214 | -1.6% | 1.80% | -0.5% |
| Q3 2016 | $1,839,000 | +11.7% | 15,454 | -1.2% | 1.80% | +7.8% |
| Q2 2016 | $1,646,000 | +3.5% | 15,634 | +6.7% | 1.67% | +4.9% |
| Q1 2016 | $1,591,000 | +6.1% | 14,659 | +4.7% | 1.60% | +1.7% |
| Q4 2015 | $1,499,000 | +40.5% | 14,004 | +29.9% | 1.57% | +41.7% |
| Q3 2015 | $1,067,000 | +3.7% | 10,784 | +9.7% | 1.11% | +44.1% |
| Q2 2015 | $1,029,000 | +41.2% | 9,828 | +41.6% | 0.77% | +47.1% |
| Q1 2015 | $729,000 | +205.0% | 6,943 | +203.5% | 0.52% | +226.2% |
| Q4 2014 | $239,000 | +168.5% | 2,288 | +157.7% | 0.16% | +171.2% |
| Q3 2014 | $89,000 | – | 888 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Giralda Advisors, LLC | 391,800 | $41,123,000 | 16.02% |
| CINQUE PARTNERS LLC | 89,414 | $9,385,000 | 14.38% |
| Pinnacle Advisory Group, Inc. | 862,341 | $90,511,000 | 8.10% |
| US FINANCIAL ADVISORS, LLC | 58,710 | $6,162,000 | 5.60% |
| Manifold Partners, LLC | 35,761 | $3,753,000 | 3.71% |
| Arrow Investment Advisors, LLC | 168,240 | $17,658,000 | 3.24% |
| Simplicity Solutions, LLC | 24,884 | $2,612,000 | 3.09% |
| Concorde Asset Management, LLC | 23,668 | $2,484,000 | 2.83% |
| Stillwater Capital Advisors, LLC | 78,387 | $8,228,000 | 2.50% |
| Commonwealth Financial Services, LLC | 26,315 | $2,762,000 | 2.43% |