ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 468 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $468,073 | -31.8% | 4,461 | -29.2% | 0.14% | -33.8% |
Q2 2023 | $686,348 | +18.6% | 6,304 | +1.1% | 0.21% | +7.8% |
Q1 2023 | $578,821 | +50.1% | 6,237 | +20.5% | 0.19% | +39.1% |
Q4 2022 | $385,745 | +91.0% | 5,178 | +105.3% | 0.14% | +81.6% |
Q2 2022 | $202,000 | -50.0% | 2,522 | -35.6% | 0.08% | -42.4% |
Q1 2022 | $404,000 | -25.5% | 3,919 | -16.9% | 0.13% | -25.0% |
Q4 2021 | $542,000 | -20.4% | 4,716 | -29.9% | 0.18% | -12.4% |
Q3 2021 | $681,000 | +158.9% | 6,725 | +154.6% | 0.20% | +157.7% |
Q2 2021 | $263,000 | +8.7% | 2,641 | -4.3% | 0.08% | -6.0% |
Q1 2021 | $242,000 | -14.5% | 2,761 | -17.1% | 0.08% | -17.8% |
Q4 2020 | $283,000 | +12.7% | 3,332 | +300.0% | 0.10% | -1.9% |
Q3 2020 | $251,000 | +11.6% | 833 | 0.0% | 0.10% | -16.3% |
Q2 2020 | $225,000 | – | 833 | – | 0.12% | – |
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% |