ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 472 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $628,939 | +17.7% | 4,179 | +5.6% | 0.04% | +10.3% |
| Q1 2024 | $534,532 | +12.7% | 3,958 | +2.5% | 0.04% | +2.6% |
| Q4 2023 | $474,128 | +2.8% | 3,863 | -12.1% | 0.04% | -7.3% |
| Q3 2023 | $461,332 | -44.5% | 4,397 | -42.4% | 0.04% | -34.9% |
| Q2 2023 | $831,714 | +6.1% | 7,640 | -9.6% | 0.06% | -4.5% |
| Q1 2023 | $784,163 | +39.0% | 8,449 | +11.6% | 0.07% | +20.0% |
| Q4 2022 | $564,152 | +71.0% | 7,574 | +68.3% | 0.06% | +44.7% |
| Q3 2022 | $330,000 | +39.2% | 4,500 | +61.5% | 0.04% | -5.0% |
| Q4 2020 | $237,000 | -5.2% | 2,786 | +240.2% | 0.04% | -16.7% |
| Q3 2020 | $250,000 | -30.7% | 819 | -36.0% | 0.05% | -40.7% |
| Q2 2020 | $361,000 | +43.8% | 1,280 | +15.1% | 0.08% | +19.1% |
| Q1 2020 | $251,000 | -12.5% | 1,112 | -7.6% | 0.07% | -2.9% |
| Q4 2019 | $287,000 | +11.2% | 1,203 | -5.3% | 0.07% | -1.4% |
| Q3 2019 | $258,000 | -1.1% | 1,270 | +2.8% | 0.07% | 0.0% |
| Q2 2019 | $261,000 | -7.1% | 1,236 | -10.5% | 0.07% | -17.4% |
| Q1 2019 | $281,000 | +8.9% | 1,381 | -3.8% | 0.09% | +6.2% |
| Q4 2018 | $258,000 | -9.5% | 1,436 | -9.2% | 0.08% | -63.3% |
| Q3 2018 | $285,000 | +1.4% | 1,581 | +0.2% | 0.22% | -10.9% |
| Q2 2018 | $281,000 | +15.2% | 1,578 | +8.9% | 0.25% | +7.4% |
| Q1 2018 | $244,000 | +22.0% | 1,449 | +18.2% | 0.23% | +10.0% |
| Q4 2017 | $200,000 | – | 1,226 | – | 0.21% | – |
Download | ||||||
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% |