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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $40,000 | +11.1% | 134 | 0.0% | 0.02% | +5.0% |
| Q2 2020 | $36,000 | +33.3% | 134 | 0.0% | 0.02% | +25.0% |
| Q1 2020 | $27,000 | -34.1% | 134 | -23.4% | 0.02% | -27.3% |
| Q4 2019 | $41,000 | +13.9% | 175 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $36,000 | +2.9% | 175 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $35,000 | +6.1% | 175 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $33,000 | +17.9% | 175 | 0.0% | 0.02% | +10.5% |
| Q4 2018 | $28,000 | -17.6% | 175 | 0.0% | 0.02% | -13.6% |
| Q3 2018 | $34,000 | +9.7% | 175 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $31,000 | +6.9% | 175 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $29,000 | +3.6% | 175 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $28,000 | – | 175 | – | 0.02% | – |
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% |