ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 329 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,857,924 | -8.8% | 17,708 | -5.4% | 1.28% | -4.8% |
| Q2 2023 | $2,036,958 | -16.9% | 18,710 | -29.2% | 1.34% | -21.0% |
| Q1 2023 | $2,452,319 | +23.2% | 26,423 | -1.1% | 1.70% | +15.3% |
| Q4 2022 | $1,990,820 | -0.7% | 26,726 | -2.2% | 1.48% | -12.9% |
| Q3 2022 | $2,005,000 | -11.2% | 27,321 | -3.3% | 1.69% | -6.7% |
| Q2 2022 | $2,259,000 | -23.1% | 28,251 | -0.9% | 1.81% | -12.2% |
| Q1 2022 | $2,938,000 | -15.4% | 28,517 | -5.7% | 2.07% | -8.1% |
| Q4 2021 | $3,473,000 | +6.9% | 30,249 | -5.7% | 2.25% | +0.3% |
| Q3 2021 | $3,249,000 | -4.4% | 32,084 | -6.2% | 2.24% | -3.0% |
| Q2 2021 | $3,398,000 | +6.7% | 34,190 | -5.9% | 2.31% | -1.3% |
| Q1 2021 | $3,185,000 | +2.8% | 36,320 | -0.2% | 2.34% | +4.5% |
| Q4 2020 | $3,097,000 | +9.7% | 36,400 | +288.1% | 2.24% | -0.3% |
| Q3 2020 | $2,823,000 | +3.4% | 9,378 | -7.3% | 2.25% | -7.8% |
| Q2 2020 | $2,730,000 | +33.2% | 10,118 | +0.9% | 2.44% | +8.9% |
| Q1 2020 | $2,049,000 | -11.1% | 10,023 | +1.2% | 2.24% | +4.2% |
| Q4 2019 | $2,305,000 | +14.3% | 9,908 | +0.4% | 2.15% | +6.7% |
| Q3 2019 | $2,016,000 | +1.4% | 9,872 | -1.7% | 2.02% | -0.0% |
| Q2 2019 | $1,988,000 | +1.8% | 10,047 | -2.0% | 2.02% | +2.1% |
| Q1 2019 | $1,953,000 | +37.2% | 10,247 | +15.2% | 1.98% | +29.1% |
| Q4 2018 | $1,423,000 | -21.8% | 8,897 | -5.1% | 1.53% | -9.3% |
| Q3 2018 | $1,820,000 | +8.9% | 9,380 | 0.0% | 1.69% | +4.4% |
| Q2 2018 | $1,672,000 | +3.3% | 9,380 | -2.5% | 1.62% | +1.6% |
| Q1 2018 | $1,619,000 | +2.5% | 9,624 | -0.9% | 1.59% | +5.4% |
| Q4 2017 | $1,580,000 | – | 9,710 | – | 1.51% | – |
Download | ||||||
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% |