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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,784 | -18.3% | 322 | -15.3% | 0.00% | -33.3% |
| Q2 2023 | $41,370 | +5.4% | 380 | -10.2% | 0.00% | 0.0% |
| Q1 2023 | $39,258 | +311.8% | 423 | +230.5% | 0.00% | +200.0% |
| Q4 2022 | $9,534 | -4.7% | 128 | -6.6% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -16.7% | 137 | -11.6% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -64.3% | 155 | -58.0% | 0.00% | -66.7% |
| Q4 2021 | $42,000 | -10.6% | 369 | -22.2% | 0.00% | -25.0% |
| Q3 2021 | $47,000 | +291.7% | 474 | +270.3% | 0.00% | +300.0% |
| Q2 2021 | $12,000 | +9.1% | 128 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 128 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +33.3% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -14.3% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | +20.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 32 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $5,000 | +25.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 32 | 0.0% | 0.00% | +100.0% |
| Q1 2017 | $4,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $4,000 | 0.0% | 32 | 0.0% | 0.00% | -50.0% |
| Q3 2016 | $4,000 | -33.3% | 32 | -50.0% | 0.00% | +100.0% |
| Q2 2016 | $6,000 | +100.0% | 64 | +100.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | – | 32 | – | 0.00% | – |
Download | ||||||
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% |