ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 260 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $243,000 | -23.8% | 3,043 | -1.6% | 0.07% | +7.6% |
| Q1 2022 | $319,000 | -10.1% | 3,092 | 0.0% | 0.07% | -5.7% |
| Q4 2021 | $355,000 | +13.4% | 3,092 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $313,000 | -2.5% | 3,092 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $321,000 | +18.5% | 3,092 | 0.0% | 0.07% | +11.1% |
| Q1 2021 | $271,000 | +3.0% | 3,092 | 0.0% | 0.06% | +5.0% |
| Q4 2020 | $263,000 | +12.9% | 3,092 | +300.0% | 0.06% | -13.0% |
| Q3 2020 | $233,000 | +8.9% | 773 | -2.5% | 0.07% | -4.2% |
| Q2 2020 | $214,000 | +16.3% | 793 | 0.0% | 0.07% | +33.3% |
| Q4 2019 | $184,000 | +12.9% | 793 | -0.6% | 0.05% | -8.5% |
| Q3 2019 | $163,000 | -18.5% | 798 | -21.2% | 0.06% | -6.3% |
| Q2 2019 | $200,000 | +3.6% | 1,013 | 0.0% | 0.06% | -21.2% |
| Q1 2019 | $193,000 | +19.1% | 1,013 | 0.0% | 0.08% | +11.1% |
| Q4 2018 | $162,000 | -17.8% | 1,013 | 0.0% | 0.07% | -4.0% |
| Q3 2018 | $197,000 | +7.7% | 1,013 | -1.5% | 0.08% | +7.1% |
| Q2 2018 | $183,000 | +4.0% | 1,028 | -1.7% | 0.07% | -12.5% |
| Q1 2018 | $176,000 | +3.5% | 1,046 | 0.0% | 0.08% | -11.1% |
| Q4 2017 | $170,000 | +6.9% | 1,046 | -1.1% | 0.09% | +30.4% |
| Q3 2017 | $159,000 | +3.9% | 1,058 | -6.8% | 0.07% | -42.0% |
| Q1 2017 | $153,000 | – | 1,135 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |