ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 276 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,219,170 | -2.7% | 11,620 | +1.0% | 0.25% | +6.8% |
Q2 2023 | $1,252,549 | +56.5% | 11,505 | +33.4% | 0.24% | +45.7% |
Q1 2023 | $800,579 | +108.4% | 8,626 | +67.3% | 0.16% | +211.5% |
Q4 2022 | $384,070 | +54.2% | 5,156 | +65.3% | 0.05% | +2.0% |
Q2 2022 | $249,000 | -50.1% | 3,119 | -35.6% | 0.05% | -42.7% |
Q1 2022 | $499,000 | -42.4% | 4,846 | -35.7% | 0.09% | -38.2% |
Q4 2021 | $866,000 | +6.5% | 7,540 | -6.1% | 0.14% | 0.0% |
Q3 2021 | $813,000 | – | 8,031 | – | 0.14% | – |
Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q4 2017 | $25,000 | +31.6% | 149 | +19.2% | 0.02% | +11.8% |
Q3 2017 | $19,000 | +26.7% | 125 | +16.8% | 0.02% | +6.2% |
Q2 2017 | $15,000 | +7.1% | 107 | 0.0% | 0.02% | +6.7% |
Q1 2017 | $14,000 | – | 107 | – | 0.02% | – |
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% |