ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 387 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,033,451 | -15.0% | 38,443 | -11.8% | 0.16% | -12.8% |
| Q2 2023 | $4,746,027 | +19.6% | 43,594 | +2.0% | 0.18% | +10.4% |
| Q1 2023 | $3,967,055 | +42.2% | 42,744 | +14.1% | 0.16% | +30.4% |
| Q4 2022 | $2,789,895 | +41.0% | 37,453 | +38.8% | 0.12% | +22.5% |
| Q3 2022 | $1,979,000 | -12.0% | 26,977 | -4.0% | 0.10% | -31.5% |
| Q2 2022 | $2,248,000 | -35.3% | 28,112 | -16.7% | 0.15% | -23.6% |
| Q1 2022 | $3,476,000 | -11.2% | 33,732 | -1.1% | 0.20% | -5.8% |
| Q4 2021 | $3,915,000 | +18.7% | 34,093 | +4.7% | 0.21% | +6.2% |
| Q3 2021 | $3,297,000 | +3.4% | 32,555 | +1.5% | 0.20% | +3.2% |
| Q2 2021 | $3,190,000 | -52.4% | 32,088 | -58.0% | 0.19% | -58.7% |
| Q1 2021 | $6,701,000 | +4.5% | 76,413 | +1.4% | 0.46% | -3.8% |
| Q4 2020 | $6,411,000 | +28.7% | 75,357 | +355.4% | 0.48% | +10.2% |
| Q3 2020 | $4,982,000 | +4.2% | 16,549 | -6.7% | 0.43% | -8.1% |
| Q2 2020 | $4,783,000 | +201.0% | 17,729 | +128.1% | 0.47% | +117.6% |
| Q1 2020 | $1,589,000 | -13.3% | 7,774 | -1.3% | 0.22% | +10.8% |
| Q4 2019 | $1,832,000 | +71.7% | 7,877 | +50.7% | 0.20% | +38.3% |
| Q3 2019 | $1,067,000 | +3.2% | 5,226 | +0.0% | 0.14% | +5.2% |
| Q2 2019 | $1,034,000 | -71.3% | 5,224 | -72.4% | 0.13% | -74.9% |
| Q1 2019 | $3,607,000 | +337.7% | 18,924 | +267.2% | 0.53% | +229.6% |
| Q4 2018 | $824,000 | -68.7% | 5,154 | -62.0% | 0.16% | -59.5% |
| Q3 2018 | $2,634,000 | +19.1% | 13,577 | +9.5% | 0.40% | -20.6% |
| Q2 2018 | $2,211,000 | +5.6% | 12,404 | -0.3% | 0.50% | -4.9% |
| Q1 2018 | $2,093,000 | +19.1% | 12,445 | +15.2% | 0.53% | -20.2% |
| Q4 2017 | $1,758,000 | – | 10,801 | – | 0.66% | – |
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% |