ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523,156 | -3.4% | 4,986 | +0.2% | 0.05% | -5.6% |
| Q2 2023 | $541,763 | +19.6% | 4,976 | +1.9% | 0.05% | 0.0% |
| Q1 2023 | $453,112 | +26.0% | 4,882 | +1.1% | 0.05% | +25.6% |
| Q4 2022 | $359,580 | +13.8% | 4,827 | +12.2% | 0.04% | +4.9% |
| Q3 2022 | $316,000 | +125.7% | 4,304 | +145.4% | 0.04% | +141.2% |
| Q2 2022 | $140,000 | -11.9% | 1,754 | +13.9% | 0.02% | 0.0% |
| Q1 2022 | $159,000 | -22.1% | 1,540 | -13.1% | 0.02% | -29.2% |
| Q4 2021 | $204,000 | +223.8% | 1,773 | +185.0% | 0.02% | +200.0% |
| Q3 2021 | $63,000 | -25.0% | 622 | -26.0% | 0.01% | -27.3% |
| Q2 2021 | $84,000 | +366.7% | 841 | +320.5% | 0.01% | +266.7% |
| Q1 2021 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +13.3% | 200 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +15.4% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +30.0% | 50 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $10,000 | -54.5% | 50 | -47.4% | 0.00% | -66.7% |
| Q4 2019 | $22,000 | +15.8% | 95 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $19,000 | -5.0% | 95 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $20,000 | +11.1% | 95 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $18,000 | +20.0% | 95 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $15,000 | – | 95 | – | 0.01% | – |
Download | ||||||
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% |