ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 242 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 2.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $5,000 | -90.6% | 61 | -65.1% | 0.00% | -90.9% |
Q3 2020 | $53,000 | -8.6% | 175 | -18.6% | 0.01% | -31.2% |
Q2 2020 | $58,000 | +87.1% | 215 | +42.4% | 0.02% | -15.8% |
Q1 2020 | $31,000 | -82.5% | 151 | -80.2% | 0.02% | -60.4% |
Q4 2019 | $177,000 | +28.3% | 763 | +12.7% | 0.05% | +41.2% |
Q3 2019 | $138,000 | -94.4% | 677 | -99.4% | 0.03% | -95.9% |
Q2 2019 | $2,461,000 | -87.1% | 120,564 | +12.5% | 0.84% | -90.2% |
Q2 2018 | $19,110,000 | +67.7% | 107,198 | +58.2% | 8.54% | +61.4% |
Q1 2018 | $11,394,000 | +21.6% | 67,740 | +8.4% | 5.29% | -2.5% |
Q3 2017 | $9,367,000 | -99.9% | 62,477 | -21.6% | 5.42% | +38.7% |
Q4 2014 | $8,316,712,000 | -5.9% | 79,662 | -9.2% | 3.91% | -31.4% |
Q3 2014 | $8,836,652,000 | +27291.1% | 87,700 | +26236.3% | 5.70% | +35493.8% |
Q2 2014 | $32,261,000 | -95.2% | 333 | -95.5% | 0.02% | -94.8% |
Q1 2014 | $668,835,000 | +805725.3% | 7,345 | +679.7% | 0.30% | +563.0% |
Q4 2013 | $83,000 | – | 942 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |