ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 248 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $11,000 | -56.0% | 84 | -59.8% | 0.01% | -61.5% |
| Q4 2016 | $25,000 | -66.7% | 209 | -66.7% | 0.01% | -60.6% |
| Q3 2016 | $75,000 | -54.5% | 628 | -59.9% | 0.03% | -47.6% |
| Q2 2016 | $165,000 | -8.3% | 1,566 | -5.5% | 0.06% | -23.2% |
| Q1 2016 | $180,000 | -100.0% | 1,657 | -66.4% | 0.08% | -66.4% |
| Q4 2015 | $527,979,000 | +439882.5% | 4,933 | +305.0% | 0.24% | +258.8% |
| Q3 2015 | $120,000 | -11.8% | 1,218 | -5.9% | 0.07% | -20.0% |
| Q2 2015 | $136,000 | -0.7% | 1,295 | -1.0% | 0.08% | -2.3% |
| Q1 2015 | $137,000 | – | 1,308 | – | 0.09% | – |
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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% |