ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $85 | +25.0% | 916 | 0.0% | 0.05% | +39.4% |
| Q4 2022 | $68 | -99.9% | 916 | 0.0% | 0.03% | -10.8% |
| Q3 2022 | $67,000 | -8.2% | 916 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $73,000 | -22.3% | 916 | 0.0% | 0.04% | -11.9% |
| Q1 2022 | $94,000 | -10.5% | 916 | 0.0% | 0.04% | -6.7% |
| Q4 2021 | $105,000 | +12.9% | 916 | 0.0% | 0.04% | +2.3% |
| Q3 2021 | $93,000 | +2.2% | 916 | 0.0% | 0.04% | +4.8% |
| Q2 2021 | $91,000 | +13.8% | 916 | 0.0% | 0.04% | +5.0% |
| Q1 2021 | $80,000 | +2.6% | 916 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $78,000 | +13.0% | 916 | +300.0% | 0.04% | -2.4% |
| Q3 2020 | $69,000 | +11.3% | 229 | 0.0% | 0.04% | +7.9% |
| Q2 2020 | $62,000 | +31.9% | 229 | 0.0% | 0.04% | +2.7% |
| Q1 2020 | $47,000 | -11.3% | 229 | 0.0% | 0.04% | +8.8% |
| Q4 2019 | $53,000 | +12.8% | 229 | 0.0% | 0.03% | +3.0% |
| Q3 2019 | $47,000 | +4.4% | 229 | 0.0% | 0.03% | +10.0% |
| Q2 2019 | $45,000 | +2.3% | 229 | 0.0% | 0.03% | +3.4% |
| Q1 2019 | $44,000 | +18.9% | 229 | 0.0% | 0.03% | +7.4% |
| Q4 2018 | $37,000 | -15.9% | 229 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $44,000 | +7.3% | 229 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $41,000 | +5.1% | 229 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $39,000 | – | 229 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |