ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 231 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $155,000 | +14.0% | 667 | 0.0% | 0.07% | +9.2% |
| Q3 2019 | $136,000 | +3.0% | 667 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $132,000 | +3.9% | 667 | 0.0% | 0.06% | -1.5% |
| Q1 2019 | $127,000 | +18.7% | 667 | 0.0% | 0.07% | +10.0% |
| Q4 2018 | $107,000 | -17.1% | 667 | 0.0% | 0.06% | -11.8% |
| Q3 2018 | $129,000 | +8.4% | 667 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $119,000 | +6.2% | 667 | 0.0% | 0.07% | -43.0% |
| Q1 2018 | $112,000 | +2.8% | 667 | 0.0% | 0.12% | +83.3% |
| Q4 2017 | $109,000 | +9.0% | 667 | 0.0% | 0.07% | +6.5% |
| Q3 2017 | $100,000 | +7.5% | 667 | 0.0% | 0.06% | +3.3% |
| Q2 2017 | $93,000 | +3.3% | 667 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $90,000 | +12.5% | 667 | 0.0% | 0.06% | +7.1% |
| Q4 2016 | $80,000 | +1.3% | 667 | 0.0% | 0.06% | -1.8% |
| Q3 2016 | $79,000 | +12.9% | 667 | 0.0% | 0.06% | +9.6% |
| Q2 2016 | $70,000 | -2.8% | 667 | 0.0% | 0.05% | -7.1% |
| Q1 2016 | $72,000 | +9.1% | 667 | 0.0% | 0.06% | +75.0% |
| Q3 2015 | $66,000 | -5.7% | 667 | 0.0% | 0.03% | -3.0% |
| Q2 2015 | $70,000 | 0.0% | 667 | 0.0% | 0.03% | -2.9% |
| Q1 2015 | $70,000 | 0.0% | 667 | 0.0% | 0.03% | -12.8% |
| Q4 2014 | $70,000 | – | 667 | – | 0.04% | – |
Download | ||||||
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% |