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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $402,000 | -65.9% | 5,029 | -56.0% | 0.30% | +13.5% |
| Q1 2022 | $1,178,000 | -10.2% | 11,429 | 0.0% | 0.27% | -4.0% |
| Q4 2021 | $1,312,000 | +4.5% | 11,429 | -7.8% | 0.28% | -1.8% |
| Q3 2021 | $1,256,000 | +1.9% | 12,400 | 0.0% | 0.28% | +1.1% |
| Q2 2021 | $1,233,000 | +13.4% | 12,400 | 0.0% | 0.28% | +3.7% |
| Q1 2021 | $1,087,000 | +3.0% | 12,400 | 0.0% | 0.27% | +39.2% |
| Q4 2020 | $1,055,000 | +13.1% | 12,400 | +300.0% | 0.19% | -1.0% |
| Q3 2020 | $933,000 | +10.8% | 3,100 | -0.6% | 0.20% | +7.7% |
| Q2 2020 | $842,000 | +31.2% | 3,120 | -0.6% | 0.18% | +9.6% |
| Q1 2020 | $642,000 | -20.4% | 3,140 | -9.6% | 0.17% | -3.5% |
| Q4 2019 | $807,000 | -87.7% | 3,472 | -89.2% | 0.17% | -85.2% |
| Q3 2019 | $6,577,000 | +7.4% | 32,208 | -6.0% | 1.17% | -16.5% |
| Q2 2019 | $6,121,000 | -3.0% | 34,263 | +3.5% | 1.40% | +16.5% |
| Q1 2019 | $6,308,000 | +13.8% | 33,093 | -4.5% | 1.20% | +0.3% |
| Q4 2018 | $5,544,000 | -18.7% | 34,665 | -1.2% | 1.20% | -12.5% |
| Q3 2018 | $6,820,000 | +5.3% | 35,084 | -3.3% | 1.37% | -2.5% |
| Q2 2018 | $6,478,000 | +4.5% | 36,263 | -1.6% | 1.40% | +1.6% |
| Q1 2018 | $6,197,000 | +33.7% | 36,838 | +29.3% | 1.38% | +26.1% |
| Q4 2017 | $4,636,000 | – | 28,484 | – | 1.09% | – |
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% |