ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $73,000 | +1.4% | 720 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $72,000 | +14.3% | 720 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $63,000 | +3.3% | 720 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $61,000 | +13.0% | 720 | +300.0% | 0.01% | -7.7% |
| Q3 2020 | $54,000 | +10.2% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $49,000 | +32.4% | 180 | 0.0% | 0.01% | +30.0% |
| Q1 2020 | $37,000 | -11.9% | 180 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $42,000 | +13.5% | 180 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $37,000 | +2.8% | 180 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $36,000 | +5.9% | 180 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $34,000 | +17.2% | 180 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $29,000 | -17.1% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $35,000 | +9.4% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $32,000 | +18.5% | 180 | +12.5% | 0.01% | +16.7% |
| Q1 2018 | $27,000 | +3.8% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $26,000 | +8.3% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $24,000 | +9.1% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $22,000 | – | 160 | – | 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% |