ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $233,000 | -12.1% | 2,263 | -1.8% | 0.05% | 0.0% |
| Q4 2021 | $265,000 | +8.2% | 2,305 | -4.9% | 0.05% | -2.0% |
| Q3 2021 | $245,000 | -26.6% | 2,424 | -27.8% | 0.05% | -26.1% |
| Q2 2021 | $334,000 | -16.7% | 3,359 | -26.5% | 0.07% | -23.3% |
| Q1 2021 | $401,000 | -93.4% | 4,571 | -93.6% | 0.09% | -94.0% |
| Q4 2020 | $6,056,000 | +9.6% | 71,183 | +288.0% | 1.49% | -1.7% |
| Q3 2020 | $5,524,000 | +5.9% | 18,348 | -5.1% | 1.51% | -2.6% |
| Q2 2020 | $5,218,000 | +25.4% | 19,341 | -5.0% | 1.55% | +0.1% |
| Q1 2020 | $4,162,000 | -16.9% | 20,364 | -5.5% | 1.55% | +18.5% |
| Q4 2019 | $5,011,000 | +16.5% | 21,544 | +2.3% | 1.31% | +4.8% |
| Q3 2019 | $4,300,000 | +2.4% | 21,058 | -0.8% | 1.25% | +1.4% |
| Q2 2019 | $4,200,000 | +5.5% | 21,222 | +1.6% | 1.23% | +1.6% |
| Q1 2019 | $3,980,000 | +18.4% | 20,880 | -0.7% | 1.22% | -0.7% |
| Q4 2018 | $3,362,000 | -18.1% | 21,024 | -0.7% | 1.22% | -6.7% |
| Q3 2018 | $4,106,000 | +49.4% | 21,164 | +37.2% | 1.31% | +5.6% |
| Q2 2018 | $2,749,000 | -21.7% | 15,423 | -26.1% | 1.24% | -0.2% |
| Q1 2018 | $3,510,000 | +8.4% | 20,866 | +4.9% | 1.25% | +9.6% |
| Q4 2017 | $3,238,000 | +31.0% | 19,894 | +20.7% | 1.14% | +17.5% |
| Q3 2017 | $2,471,000 | +29.0% | 16,485 | +20.3% | 0.97% | +14.3% |
| Q2 2017 | $1,915,000 | +27.0% | 13,704 | +22.8% | 0.85% | +13.8% |
| Q1 2017 | $1,508,000 | +16.2% | 11,159 | +3.4% | 0.74% | +7.4% |
| Q4 2016 | $1,298,000 | +4.8% | 10,797 | +3.8% | 0.69% | +4.8% |
| Q3 2016 | $1,238,000 | +10.3% | 10,404 | -2.4% | 0.66% | +5.9% |
| Q2 2016 | $1,122,000 | -6.9% | 10,656 | -4.0% | 0.62% | +7.6% |
| Q1 2016 | $1,205,000 | -3.5% | 11,104 | -4.8% | 0.58% | -20.3% |
| Q4 2015 | $1,249,000 | +127.1% | 11,668 | +109.9% | 0.73% | +101.7% |
| Q3 2015 | $550,000 | -2.0% | 5,558 | +3.7% | 0.36% | +9.7% |
| Q2 2015 | $561,000 | +34.2% | 5,358 | +34.6% | 0.33% | +13.1% |
| Q1 2015 | $418,000 | +70.6% | 3,982 | +70.0% | 0.29% | +36.6% |
| Q4 2014 | $245,000 | – | 2,342 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |