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 2023 | $580,341 | -11.0% | 5,531 | -7.6% | 0.13% | -9.5% |
| Q2 2023 | $651,773 | -1.1% | 5,987 | -15.7% | 0.15% | -9.8% |
| Q1 2023 | $658,766 | +22.3% | 7,098 | -1.8% | 0.16% | +11.6% |
| Q4 2022 | $538,621 | -77.7% | 7,231 | -78.1% | 0.15% | -79.7% |
| Q3 2022 | $2,419,000 | +26.3% | 32,967 | +37.5% | 0.72% | +27.6% |
| Q2 2022 | $1,916,000 | +39.1% | 23,968 | +79.4% | 0.57% | +61.4% |
| Q1 2022 | $1,377,000 | -17.9% | 13,359 | -8.6% | 0.35% | -11.6% |
| Q4 2021 | $1,677,000 | +10.1% | 14,609 | -2.9% | 0.40% | +0.8% |
| Q3 2021 | $1,523,000 | -9.2% | 15,040 | -10.9% | 0.40% | -11.4% |
| Q2 2021 | $1,678,000 | +28.1% | 16,880 | +13.0% | 0.45% | +14.7% |
| Q1 2021 | $1,310,000 | +2.7% | 14,941 | -0.3% | 0.39% | -8.0% |
| Q4 2020 | $1,275,000 | – | 14,983 | – | 0.42% | – |
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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% |