ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 372 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $160,698,633 | +61.1% | 1,067,765 | +44.6% | 24.57% | +58.4% |
| Q1 2024 | $99,755,856 | +94.6% | 738,604 | +69.3% | 15.51% | +61.3% |
| Q4 2023 | $51,268,658 | +219.1% | 436,329 | +185.0% | 9.61% | +177.1% |
| Q3 2023 | $16,065,036 | -16.3% | 153,117 | -13.2% | 3.47% | +12.1% |
| Q2 2023 | $19,200,749 | +914.7% | 176,364 | +765.0% | 3.10% | +721.0% |
| Q1 2023 | $1,892,210 | -88.0% | 20,388 | -79.4% | 0.38% | -93.7% |
| Q4 2018 | $15,833,000 | – | 99,000 | – | 5.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 122,332 | $8,975,000 | 10.54% |
| Pariax, LLC | 83,993 | $6,163,000 | 7.08% |
| Signature Wealth Management Partners, LLC | 83,320 | $6,113,000 | 6.73% |
| First Citizens Financial Corp | 86,728 | $6,363,000 | 6.26% |
| Hobart Private Capital, LLC | 107,863 | $7,913,908 | 5.68% |
| Stonebridge Financial Planning Group, LLC | 97,077 | $7,123,000 | 4.98% |
| Quantitative Advantage, LLC | 354,674 | $26,022,000 | 4.56% |
| Danda Trouve Investment Management, Inc. | 30,688 | $2,252,000 | 4.16% |
| Portfolio Strategies, Inc. | 190,370 | $13,949,000 | 3.58% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,561 | $3,490,000 | 3.32% |