ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 242 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 2.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,137,000 | +5.6% | 6,377 | -0.4% | 0.57% | -3.7% |
| Q1 2018 | $1,077,000 | +1.5% | 6,402 | -1.8% | 0.59% | +6.9% |
| Q4 2017 | $1,061,000 | +8.8% | 6,521 | +0.2% | 0.55% | +1.8% |
| Q3 2017 | $975,000 | +5.5% | 6,506 | -1.6% | 0.54% | +3.8% |
| Q2 2017 | $924,000 | +4.2% | 6,610 | +0.8% | 0.52% | -1.7% |
| Q1 2017 | $887,000 | +13.6% | 6,560 | +1.0% | 0.53% | +11.8% |
| Q4 2016 | $781,000 | -0.8% | 6,495 | -1.8% | 0.48% | -4.6% |
| Q3 2016 | $787,000 | +13.1% | 6,615 | 0.0% | 0.50% | +5.1% |
| Q2 2016 | $696,000 | -6.7% | 6,615 | -3.8% | 0.47% | -9.9% |
| Q1 2016 | $746,000 | +1.4% | 6,878 | +0.0% | 0.53% | -1.5% |
| Q4 2015 | $736,000 | +8.2% | 6,877 | 0.0% | 0.53% | +2.7% |
| Q3 2015 | $680,000 | -13.2% | 6,877 | -8.0% | 0.52% | -7.5% |
| Q2 2015 | $783,000 | -4.2% | 7,478 | -3.9% | 0.56% | -6.6% |
| Q1 2015 | $817,000 | -0.8% | 7,783 | -1.4% | 0.60% | -8.2% |
| Q4 2014 | $824,000 | +3.8% | 7,893 | +0.2% | 0.66% | +1.2% |
| Q3 2014 | $794,000 | – | 7,879 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Giralda Advisors, LLC | 391,800 | $41,123,000 | 16.02% |
| CINQUE PARTNERS LLC | 89,414 | $9,385,000 | 14.38% |
| Pinnacle Advisory Group, Inc. | 862,341 | $90,511,000 | 8.10% |
| US FINANCIAL ADVISORS, LLC | 58,710 | $6,162,000 | 5.60% |
| Manifold Partners, LLC | 35,761 | $3,753,000 | 3.71% |
| Arrow Investment Advisors, LLC | 168,240 | $17,658,000 | 3.24% |
| Simplicity Solutions, LLC | 24,884 | $2,612,000 | 3.09% |
| Concorde Asset Management, LLC | 23,668 | $2,484,000 | 2.83% |
| Stillwater Capital Advisors, LLC | 78,387 | $8,228,000 | 2.50% |
| Commonwealth Financial Services, LLC | 26,315 | $2,762,000 | 2.43% |