ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 370 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $554,000 | +11.9% | 2,380 | 0.0% | 4.29% | +324.6% |
| Q3 2019 | $495,000 | +2.9% | 2,380 | -5.4% | 1.01% | +159.2% |
| Q1 2019 | $481,000 | +22.1% | 2,517 | +2.2% | 0.39% | 0.0% |
| Q4 2018 | $394,000 | -47.5% | 2,464 | -36.2% | 0.39% | -39.4% |
| Q3 2018 | $750,000 | +7.6% | 3,862 | 0.0% | 0.64% | -13.0% |
| Q2 2018 | $697,000 | +7.4% | 3,862 | 0.0% | 0.74% | +18.0% |
| Q1 2018 | $649,000 | +20.6% | 3,862 | +22.1% | 0.63% | +29.0% |
| Q4 2017 | $538,000 | – | 3,163 | – | 0.49% | – |
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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% |