ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |