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 2022 | $4,000 | -20.0% | 60 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $5,000 | -16.7% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 60 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $5,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 60 | +300.0% | 0.00% | -50.0% |
| Q3 2020 | $5,000 | +25.0% | 15 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $4,000 | +33.3% | 15 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -95.7% | 15 | -95.0% | 0.00% | -96.0% |
| Q4 2019 | $70,000 | +12.9% | 303 | 0.0% | 0.02% | +4.2% |
| Q3 2019 | $62,000 | 0.0% | 303 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $62,000 | +6.9% | 303 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $58,000 | +20.8% | 303 | 0.0% | 0.02% | +4.2% |
| Q4 2018 | $48,000 | – | 303 | – | 0.02% | – |
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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% |