ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 370 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,017,305 | -2.2% | 9,696 | +1.5% | 0.09% | +5.7% |
| Q2 2023 | $1,039,818 | +12.1% | 9,551 | -4.4% | 0.09% | +7.3% |
| Q1 2023 | $927,265 | +12.2% | 9,991 | +0.6% | 0.08% | +13.9% |
| Q4 2022 | $826,458 | +9.3% | 9,931 | -3.6% | 0.07% | -7.7% |
| Q3 2022 | $756,000 | -8.1% | 10,306 | 0.0% | 0.08% | -2.5% |
| Q2 2022 | $823,000 | -22.4% | 10,306 | 0.0% | 0.08% | -13.0% |
| Q1 2022 | $1,061,000 | -10.3% | 10,306 | 0.0% | 0.09% | -8.0% |
| Q4 2021 | $1,183,000 | +7.6% | 10,306 | -5.1% | 0.10% | +1.0% |
| Q3 2021 | $1,099,000 | +0.5% | 10,856 | -1.3% | 0.10% | -2.0% |
| Q2 2021 | $1,093,000 | +13.4% | 11,001 | 0.0% | 0.10% | +6.3% |
| Q1 2021 | $964,000 | +2.0% | 11,001 | -1.0% | 0.10% | -33.6% |
| Q4 2020 | $945,000 | +13.0% | 11,108 | +300.0% | 0.14% | +43.0% |
| Q3 2020 | $836,000 | -99.9% | 2,777 | 0.0% | 0.10% | +5.3% |
| Q2 2020 | $749,234,000 | +132040.0% | 2,777 | 0.0% | 0.10% | +10.5% |
| Q1 2020 | $567,000 | +18.6% | 2,777 | +35.0% | 0.09% | +38.7% |
| Q4 2019 | $478,000 | -3.0% | 2,057 | -15.2% | 0.06% | -8.8% |
| Q3 2019 | $493,000 | +22.9% | 2,427 | +19.7% | 0.07% | +21.4% |
| Q2 2019 | $401,000 | +9.9% | 2,027 | +5.7% | 0.06% | +3.7% |
| Q1 2019 | $365,000 | – | 1,917 | – | 0.05% | – |
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% |