ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,341,350 | -16.9% | 12,785 | -13.8% | 0.77% | -11.7% |
| Q2 2023 | $1,614,488 | +11.8% | 14,830 | -4.7% | 0.87% | -0.9% |
| Q1 2023 | $1,444,335 | +526.0% | 15,562 | +402.5% | 0.88% | +432.7% |
| Q4 2022 | $230,709 | -33.1% | 3,097 | -7.5% | 0.16% | -10.3% |
| Q1 2022 | $345,000 | -28.1% | 3,349 | -19.8% | 0.18% | -15.2% |
| Q4 2021 | $480,000 | -69.6% | 4,177 | -73.2% | 0.22% | -69.3% |
| Q3 2021 | $1,578,000 | +516.4% | 15,585 | +506.2% | 0.71% | +530.4% |
| Q2 2021 | $256,000 | +23.1% | 2,571 | +8.4% | 0.11% | +2.8% |
| Q1 2021 | $208,000 | +3.0% | 2,372 | 0.0% | 0.11% | -12.1% |
| Q4 2020 | $202,000 | -18.9% | 2,372 | +187.2% | 0.12% | -26.2% |
| Q3 2020 | $249,000 | -48.4% | 826 | -54.1% | 0.17% | -60.2% |
| Q2 2020 | $483,000 | -75.7% | 1,801 | -81.5% | 0.42% | -82.3% |
| Q1 2020 | $1,987,000 | +1.7% | 9,722 | +15.8% | 2.39% | +35.9% |
| Q4 2019 | $1,953,000 | -1.4% | 8,397 | -13.4% | 1.76% | +0.6% |
| Q3 2019 | $1,981,000 | -66.7% | 9,700 | -68.4% | 1.75% | -44.4% |
| Q3 2018 | $5,952,000 | +4.6% | 30,678 | -12.3% | 3.14% | +19.8% |
| Q4 2017 | $5,691,000 | +89.3% | 34,963 | +74.3% | 2.62% | +85.6% |
| Q3 2017 | $3,007,000 | +180.2% | 20,058 | +161.1% | 1.41% | +136.1% |
| Q2 2017 | $1,073,000 | +7.1% | 7,683 | +3.7% | 0.60% | -3.4% |
| Q1 2017 | $1,002,000 | – | 7,410 | – | 0.62% | – |
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% |