ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $220,209 | +1.9% | 2,956 | 0.0% | 0.03% | -10.0% |
| Q3 2022 | $216,000 | -8.5% | 2,956 | 0.0% | 0.03% | -11.8% |
| Q2 2022 | $236,000 | -10.6% | 2,956 | +0.1% | 0.03% | -5.6% |
| Q1 2022 | $264,000 | -22.1% | 2,953 | +0.0% | 0.04% | -20.0% |
| Q4 2021 | $339,000 | -5.3% | 2,952 | -16.7% | 0.04% | -15.1% |
| Q3 2021 | $358,000 | -1.9% | 3,543 | +0.1% | 0.05% | -5.4% |
| Q2 2021 | $365,000 | +17.7% | 3,540 | +0.1% | 0.06% | +16.7% |
| Q1 2021 | $310,000 | -1.0% | 3,537 | +0.1% | 0.05% | -7.7% |
| Q4 2020 | $313,000 | +18.1% | 3,534 | +300.7% | 0.05% | 0.0% |
| Q3 2020 | $265,000 | +8.6% | 882 | +0.1% | 0.05% | +4.0% |
| Q2 2020 | $244,000 | +20.2% | 881 | +0.6% | 0.05% | +11.1% |
| Q4 2019 | $203,000 | – | 876 | – | 0.04% | – |
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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% |