ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,377 | -5.9% | 1,914 | -35.6% | 0.01% | -6.7% |
| Q4 2022 | $221,384 | +9.1% | 2,972 | +17.2% | 0.02% | 0.0% |
| Q2 2022 | $203,000 | -22.2% | 2,536 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $261,000 | -12.4% | 2,536 | -2.2% | 0.02% | -11.1% |
| Q4 2021 | $298,000 | +11.6% | 2,592 | -1.9% | 0.02% | +5.9% |
| Q3 2021 | $267,000 | +0.8% | 2,642 | -0.8% | 0.02% | -10.5% |
| Q2 2021 | $265,000 | +15.2% | 2,662 | +1.4% | 0.02% | +5.6% |
| Q1 2021 | $230,000 | -26.3% | 2,625 | -28.3% | 0.02% | -30.8% |
| Q4 2020 | $312,000 | +13.5% | 3,660 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $275,000 | +3.4% | 915 | -7.2% | 0.03% | -7.1% |
| Q2 2020 | $266,000 | +16.7% | 986 | -0.5% | 0.03% | +21.7% |
| Q4 2019 | $228,000 | +3.6% | 991 | -92.9% | 0.02% | -4.2% |
| Q3 2019 | $220,000 | -13.0% | 13,941 | +885.9% | 0.02% | -29.4% |
| Q2 2018 | $253,000 | +19.3% | 1,414 | +12.1% | 0.03% | +21.4% |
| Q1 2018 | $212,000 | – | 1,261 | – | 0.03% | – |
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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% |