ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 370 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $879,544 | -3.6% | 8,383 | 0.0% | 0.24% | +5.4% |
Q2 2023 | $912,657 | +17.3% | 8,383 | 0.0% | 0.22% | +13.7% |
Q1 2023 | $778,026 | +24.6% | 8,383 | 0.0% | 0.20% | +11.3% |
Q4 2022 | $624,450 | +1.5% | 8,383 | 0.0% | 0.18% | +7.3% |
Q3 2022 | $615,000 | -3.6% | 8,383 | +5.0% | 0.16% | -15.8% |
Q2 2022 | $638,000 | -22.5% | 7,983 | 0.0% | 0.20% | +3.7% |
Q1 2022 | $823,000 | -15.0% | 7,983 | -5.3% | 0.19% | -6.4% |
Q4 2021 | $968,000 | +13.3% | 8,433 | 0.0% | 0.20% | +2.5% |
Q3 2021 | $854,000 | -15.6% | 8,433 | -17.2% | 0.20% | -4.8% |
Q2 2021 | $1,012,000 | +23.0% | 10,180 | +8.5% | 0.21% | +37.1% |
Q1 2021 | $823,000 | -2.1% | 9,380 | -5.1% | 0.15% | -9.6% |
Q4 2020 | $841,000 | +13.0% | 9,880 | +300.0% | 0.17% | -26.4% |
Q3 2020 | $744,000 | +11.7% | 2,470 | 0.0% | 0.23% | +6.6% |
Q2 2020 | $666,000 | +31.9% | 2,470 | 0.0% | 0.21% | +15.1% |
Q1 2020 | $505,000 | -12.2% | 2,470 | 0.0% | 0.18% | +24.2% |
Q4 2019 | $575,000 | +14.1% | 2,470 | 0.0% | 0.15% | -13.4% |
Q3 2019 | $504,000 | +3.1% | 2,470 | 0.0% | 0.17% | +18.6% |
Q2 2019 | $489,000 | +3.8% | 2,470 | 0.0% | 0.14% | -11.6% |
Q1 2019 | $471,000 | +19.2% | 2,470 | 0.0% | 0.16% | +5.1% |
Q4 2018 | $395,000 | -17.5% | 2,470 | 0.0% | 0.16% | -14.8% |
Q3 2018 | $479,000 | +8.9% | 2,470 | 0.0% | 0.18% | +3.4% |
Q2 2018 | $440,000 | +6.0% | 2,470 | 0.0% | 0.18% | +17.2% |
Q1 2018 | $415,000 | +1.7% | 2,470 | 0.0% | 0.15% | +16.2% |
Q4 2017 | $408,000 | +10.3% | 2,470 | 0.0% | 0.13% | +7.4% |
Q3 2017 | $370,000 | – | 2,470 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |