ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 202 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $215,000 | +20.1% | 926 | 0.0% | 0.08% | +14.9% |
| Q3 2018 | $179,000 | -18.6% | 926 | -55.7% | 0.07% | -40.8% |
| Q2 2016 | $220,000 | -2.7% | 2,092 | 0.0% | 0.12% | -6.7% |
| Q1 2016 | $226,000 | +1.3% | 2,092 | 0.0% | 0.13% | +0.8% |
| Q4 2015 | $223,000 | +8.3% | 2,092 | 0.0% | 0.13% | 0.0% |
| Q3 2015 | $206,000 | -5.5% | 2,092 | 0.0% | 0.13% | -0.7% |
| Q2 2015 | $218,000 | -0.9% | 2,092 | 0.0% | 0.13% | +0.8% |
| Q1 2015 | $220,000 | -0.9% | 2,092 | -1.9% | 0.13% | +4.7% |
| Q4 2014 | $222,000 | +5.2% | 2,133 | +2.0% | 0.13% | +24.5% |
| Q3 2014 | $211,000 | +1.9% | 2,092 | -1.9% | 0.10% | +3.0% |
| Q2 2014 | $207,000 | -11.2% | 2,133 | -19.0% | 0.10% | -26.1% |
| Q4 2013 | $233,000 | – | 2,633 | – | 0.13% | – |
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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% |