ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 314 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,764 | +24.7% | 19 | 0.0% | 0.00% | – |
| Q4 2022 | $1,415 | +41.5% | 19 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -50.0% | 19 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -99.2% | 19 | -98.8% | 0.00% | -100.0% |
| Q4 2018 | $262,000 | -17.4% | 1,636 | 0.0% | 0.08% | -69.0% |
| Q3 2018 | $317,000 | +5.7% | 1,636 | -2.9% | 0.27% | -3.9% |
| Q2 2018 | $300,000 | +6.0% | 1,685 | 0.0% | 0.28% | +0.4% |
| Q1 2018 | $283,000 | -4.1% | 1,685 | -7.0% | 0.28% | -3.8% |
| Q4 2017 | $295,000 | – | 1,811 | – | 0.29% | – |
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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% |