ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $515,392 | +7.4% | 4,912 | +11.4% | 0.03% | +13.8% |
Q2 2023 | $479,949 | +96.7% | 4,408 | +442.9% | 0.03% | +52.6% |
Q3 2020 | $244,000 | -3.2% | 812 | -13.6% | 0.02% | 0.0% |
Q2 2020 | $252,000 | +15.1% | 940 | -12.4% | 0.02% | -26.9% |
Q1 2020 | $219,000 | -16.7% | 1,073 | -4.2% | 0.03% | +160.0% |
Q4 2019 | $263,000 | +11.4% | 1,120 | -3.2% | 0.01% | -58.3% |
Q3 2019 | $236,000 | +2.6% | 1,157 | 0.0% | 0.02% | +4.3% |
Q2 2019 | $230,000 | +7.5% | 1,157 | +2.7% | 0.02% | -4.2% |
Q1 2019 | $214,000 | +0.5% | 1,127 | -15.2% | 0.02% | -11.1% |
Q4 2018 | $213,000 | -19.9% | 1,329 | -3.1% | 0.03% | -6.9% |
Q3 2018 | $266,000 | -10.7% | 1,371 | -18.0% | 0.03% | +31.8% |
Q2 2018 | $298,000 | +3.8% | 1,671 | -2.1% | 0.02% | 0.0% |
Q1 2018 | $287,000 | +3.6% | 1,706 | +0.4% | 0.02% | 0.0% |
Q4 2017 | $277,000 | +34.5% | 1,700 | +23.7% | 0.02% | +22.2% |
Q3 2017 | $206,000 | – | 1,374 | – | 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% |