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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |