ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,843,311 | -53.2% | 17,566 | -60.0% | 0.08% | -4.6% |
| Q2 2023 | $3,939,881 | +205.9% | 43,914 | +140.5% | 0.09% | +55.4% |
| Q1 2023 | $1,288,032 | +78295.1% | 18,257 | -20.5% | 0.06% | +27.3% |
| Q4 2022 | $1,643 | -99.7% | 22,973 | +224.2% | 0.04% | +214.3% |
| Q3 2022 | $551,000 | -7.6% | 7,085 | -10.3% | 0.01% | -26.3% |
| Q2 2022 | $596,000 | -53.1% | 7,895 | -54.3% | 0.02% | +18.8% |
| Q1 2022 | $1,271,000 | +12.0% | 17,266 | +74.7% | 0.02% | -27.3% |
| Q4 2021 | $1,135,000 | +41.0% | 9,883 | +25.4% | 0.02% | +37.5% |
| Q3 2021 | $805,000 | +143.2% | 7,879 | +136.2% | 0.02% | +128.6% |
| Q2 2021 | $331,000 | -0.6% | 3,336 | -12.1% | 0.01% | +16.7% |
| Q1 2021 | $333,000 | +15.6% | 3,796 | +12.4% | 0.01% | -50.0% |
| Q4 2020 | $288,000 | +21.5% | 3,376 | +329.5% | 0.01% | -14.3% |
| Q3 2020 | $237,000 | -22.8% | 786 | -32.3% | 0.01% | -41.7% |
| Q2 2020 | $307,000 | +10.4% | 1,161 | -15.3% | 0.02% | -14.3% |
| Q1 2020 | $278,000 | -19.7% | 1,371 | -8.1% | 0.03% | +7.7% |
| Q4 2019 | $346,000 | +31.1% | 1,492 | +11.8% | 0.03% | +44.4% |
| Q3 2019 | $264,000 | +68.2% | 1,334 | +60.9% | 0.02% | -14.3% |
| Q1 2019 | $157,000 | -91.5% | 829 | -92.9% | 0.02% | -81.4% |
| Q4 2018 | $1,846,000 | -5.3% | 11,621 | +15.6% | 0.11% | +43.0% |
| Q3 2018 | $1,950,000 | +10.5% | 10,050 | +1.5% | 0.08% | +6.8% |
| Q2 2018 | $1,765,000 | -7.8% | 9,904 | -15.8% | 0.07% | -14.9% |
| Q1 2018 | $1,914,000 | 0.0% | 11,759 | 0.0% | 0.09% | 0.0% |
| Q4 2017 | $1,914,000 | -11.1% | 11,759 | -18.1% | 0.09% | +2.4% |
| Q3 2017 | $2,152,000 | -8.7% | 14,352 | -15.0% | 0.08% | -15.0% |
| Q2 2017 | $2,358,000 | +90.0% | 16,876 | +83.8% | 0.10% | +85.2% |
| Q1 2017 | $1,241,000 | -39.4% | 9,183 | -46.1% | 0.05% | -45.5% |
| Q4 2016 | $2,047,000 | +56.1% | 17,027 | +54.6% | 0.10% | +45.6% |
| Q3 2016 | $1,311,000 | +36.7% | 11,014 | +21.0% | 0.07% | +25.9% |
| Q2 2016 | $959,000 | +510.8% | 9,106 | +998.4% | 0.05% | +157.1% |
| Q1 2016 | $157,000 | -71.2% | 829 | -83.7% | 0.02% | -43.2% |
| Q4 2015 | $545,000 | – | 5,094 | – | 0.04% | – |
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% |