ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
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 | 4,262,531 | $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% |