ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 343 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $419,000 | +11.7% | 1,392 | +0.1% | 0.33% | -7.0% |
| Q2 2020 | $375,000 | +32.0% | 1,391 | +0.2% | 0.36% | +0.3% |
| Q1 2020 | $284,000 | -12.1% | 1,388 | 0.0% | 0.35% | +18.4% |
| Q4 2019 | $323,000 | +14.1% | 1,388 | +0.1% | 0.30% | +1.4% |
| Q3 2019 | $283,000 | +3.3% | 1,386 | 0.0% | 0.30% | +2.1% |
| Q2 2019 | $274,000 | +3.8% | 1,386 | +0.1% | 0.29% | -3.3% |
| Q1 2019 | $264,000 | +19.5% | 1,384 | +0.1% | 0.30% | +3.1% |
| Q4 2018 | $221,000 | -27.8% | 1,383 | -12.4% | 0.29% | -5.8% |
| Q3 2018 | $306,000 | +8.9% | 1,578 | +0.1% | 0.31% | +0.7% |
| Q2 2018 | $281,000 | +6.0% | 1,577 | 0.0% | 0.31% | +12.9% |
| Q1 2018 | $265,000 | – | 1,577 | – | 0.27% | – |
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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% |