ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 329 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,792,820 | -4.0% | 17,087 | -0.4% | 0.22% | 0.0% |
| Q2 2023 | $1,867,392 | +9.8% | 17,152 | -6.4% | 0.22% | +6.4% |
| Q1 2023 | $1,700,060 | +24.3% | 18,318 | -0.2% | 0.20% | +16.7% |
| Q4 2022 | $1,367,637 | -34.7% | 18,360 | -35.7% | 0.17% | -41.0% |
| Q3 2022 | $2,095,000 | -7.2% | 28,557 | +1.1% | 0.30% | +5.0% |
| Q2 2022 | $2,258,000 | +145.7% | 28,244 | +216.6% | 0.28% | +175.5% |
| Q1 2022 | $919,000 | -11.9% | 8,920 | -1.8% | 0.10% | -8.9% |
| Q4 2021 | $1,043,000 | +8.5% | 9,081 | -4.4% | 0.11% | +3.7% |
| Q3 2021 | $961,000 | +6.1% | 9,494 | +4.2% | 0.11% | +5.9% |
| Q2 2021 | $906,000 | +6.6% | 9,111 | -5.9% | 0.10% | +4.1% |
| Q1 2021 | $850,000 | -0.9% | 9,687 | -4.0% | 0.10% | -4.9% |
| Q4 2020 | $858,000 | +4.0% | 10,088 | +267.9% | 0.10% | -7.2% |
| Q3 2020 | $825,000 | +8.1% | 2,742 | -3.1% | 0.11% | +1.8% |
| Q2 2020 | $763,000 | +27.0% | 2,829 | -3.8% | 0.11% | +9.0% |
| Q1 2020 | $601,000 | -13.8% | 2,942 | -1.9% | 0.10% | +9.9% |
| Q4 2019 | $697,000 | -7.9% | 2,998 | -19.1% | 0.09% | -17.3% |
| Q3 2019 | $757,000 | -2.7% | 3,705 | -5.7% | 0.11% | -3.5% |
| Q2 2019 | $778,000 | +4.1% | 3,930 | +0.2% | 0.11% | +1.8% |
| Q1 2019 | $747,000 | +19.1% | 3,921 | -0.1% | 0.11% | +8.7% |
| Q4 2018 | $627,000 | -0.2% | 3,923 | +21.2% | 0.10% | +12.0% |
| Q3 2018 | $628,000 | +8.3% | 3,238 | -0.4% | 0.09% | +2.2% |
| Q2 2018 | $580,000 | +6.0% | 3,252 | 0.0% | 0.09% | -24.4% |
| Q1 2018 | $547,000 | -1.8% | 3,252 | -4.9% | 0.12% | +7.2% |
| Q4 2017 | $557,000 | +9.0% | 3,421 | +0.3% | 0.11% | +37.0% |
| Q3 2017 | $511,000 | +7.6% | 3,410 | +0.2% | 0.08% | -19.8% |
| Q2 2017 | $475,000 | +3.5% | 3,402 | +0.1% | 0.10% | +4.1% |
| Q1 2017 | $459,000 | – | 3,399 | – | 0.10% | – |
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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% |