ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 260 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $394,000 | +8.8% | 2,924 | +44.0% | 0.08% | -5.7% |
| Q2 2018 | $362,000 | +5.8% | 2,031 | 0.0% | 0.09% | +1.1% |
| Q1 2018 | $342,000 | +3.3% | 2,031 | 0.0% | 0.09% | +14.5% |
| Q4 2017 | $331,000 | +8.9% | 2,031 | 0.0% | 0.08% | -2.6% |
| Q3 2017 | $304,000 | +7.0% | 2,031 | 0.0% | 0.08% | -4.9% |
| Q2 2017 | $284,000 | -7.2% | 2,031 | -10.2% | 0.08% | -18.8% |
| Q1 2017 | $306,000 | +12.5% | 2,261 | 0.0% | 0.10% | -8.2% |
| Q4 2016 | $272,000 | +1.1% | 2,261 | 0.0% | 0.11% | -8.3% |
| Q3 2016 | $269,000 | +11.2% | 2,261 | -1.6% | 0.12% | +17.6% |
| Q2 2016 | $242,000 | -3.2% | 2,297 | -0.3% | 0.10% | -7.3% |
| Q1 2016 | $250,000 | +1.6% | 2,305 | +0.3% | 0.11% | -11.3% |
| Q4 2015 | $246,000 | +9.8% | 2,297 | +1.6% | 0.12% | -1.6% |
| Q3 2015 | $224,000 | -5.5% | 2,261 | 0.0% | 0.13% | -3.8% |
| Q2 2015 | $237,000 | -48.8% | 2,261 | -48.8% | 0.13% | 0.0% |
| Q1 2015 | $463,000 | +96.2% | 4,412 | +95.1% | 0.13% | -1.5% |
| Q4 2014 | $236,000 | +3.5% | 2,261 | 0.0% | 0.13% | -3.6% |
| Q3 2014 | $228,000 | +4.1% | 2,261 | 0.0% | 0.14% | +3.0% |
| Q2 2014 | $219,000 | +6.3% | 2,261 | 0.0% | 0.13% | -1.5% |
| Q1 2014 | $206,000 | +3.0% | 2,261 | 0.0% | 0.14% | -0.7% |
| Q4 2013 | $200,000 | – | 2,261 | – | 0.14% | – |
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% |