ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 334 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $76,000 | -61.8% | 475 | -53.7% | 0.04% | -52.6% |
| Q3 2018 | $199,000 | +3.6% | 1,025 | -4.7% | 0.08% | -1.3% |
| Q2 2018 | $192,000 | +6.1% | 1,075 | 0.0% | 0.08% | +4.1% |
| Q1 2018 | $181,000 | -5.2% | 1,075 | -8.5% | 0.07% | -2.6% |
| Q4 2017 | $191,000 | +8.5% | 1,175 | 0.0% | 0.08% | +7.0% |
| Q3 2017 | $176,000 | +2.3% | 1,175 | 0.0% | 0.07% | +1.4% |
| Q2 2017 | $172,000 | -7.0% | 1,175 | -14.5% | 0.07% | -12.5% |
| Q1 2017 | $185,000 | +3.4% | 1,375 | -1.8% | 0.08% | 0.0% |
| Q4 2016 | $179,000 | -99.9% | 1,400 | 0.0% | 0.08% | +3.9% |
| Q3 2016 | $164,750,000 | +2.6% | 1,400 | -8.2% | 0.08% | +2.7% |
| Q2 2016 | $160,552,000 | -4.5% | 1,525 | -1.6% | 0.08% | -6.2% |
| Q1 2016 | $168,175,000 | +1.4% | 1,550 | 0.0% | 0.08% | 0.0% |
| Q4 2015 | $165,896,000 | +8.2% | 1,550 | 0.0% | 0.08% | +1.3% |
| Q3 2015 | $153,295,000 | -11.2% | 1,550 | -6.1% | 0.08% | -3.7% |
| Q2 2015 | $172,705,000 | +100309.9% | 1,650 | 0.0% | 0.08% | -2.4% |
| Q4 2014 | $172,000 | – | 1,650 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |