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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $579,473 | -24.2% | 5,523 | -25.5% | 0.42% | +4.8% |
Q1 2022 | $764,000 | -15.6% | 7,417 | -5.9% | 0.40% | -7.9% |
Q4 2021 | $905,000 | +11.2% | 7,883 | -1.9% | 0.43% | +7.5% |
Q3 2021 | $814,000 | -5.1% | 8,034 | -17.9% | 0.40% | -21.0% |
Q1 2021 | $858,000 | -4.1% | 9,784 | -7.1% | 0.51% | -13.1% |
Q4 2020 | $895,000 | -24.2% | 10,527 | +168.5% | 0.59% | -39.8% |
Q3 2020 | $1,180,000 | +14.1% | 3,920 | +2.2% | 0.97% | +1.4% |
Q2 2020 | $1,034,000 | +17.4% | 3,835 | -11.1% | 0.96% | +14.0% |
Q1 2020 | $881,000 | -12.4% | 4,314 | -0.3% | 0.84% | -1.6% |
Q4 2019 | $1,006,000 | +12.4% | 4,325 | -1.3% | 0.86% | +3.4% |
Q3 2019 | $895,000 | +7.2% | 4,384 | +3.8% | 0.83% | -1.5% |
Q2 2019 | $835,000 | +21.7% | 4,222 | +17.3% | 0.84% | +2.1% |
Q1 2019 | $686,000 | +24.1% | 3,598 | +4.0% | 0.82% | -8.7% |
Q4 2018 | $553,000 | – | 3,460 | – | 0.90% | – |
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% |