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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $32,710 | +10.5% | 280 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $29,607 | -2.4% | 280 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $30,346 | +18.3% | 280 | 0.0% | 0.02% | +13.3% |
| Q1 2023 | $25,656 | +24.4% | 280 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $20,628 | -6.2% | 280 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $22,000 | -4.3% | 280 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $23,000 | -17.9% | 280 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $28,000 | -6.7% | 280 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $30,000 | 0.0% | 280 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $30,000 | +7.1% | 280 | 0.0% | 0.02% | +4.8% |
| Q2 2021 | $28,000 | +12.0% | 280 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $25,000 | -16.7% | 280 | -21.3% | 0.02% | -27.6% |
| Q4 2020 | $30,000 | +11.1% | 356 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $27,000 | +12.5% | 89 | 0.0% | 0.03% | +7.4% |
| Q2 2020 | $24,000 | +26.3% | 89 | 0.0% | 0.03% | +12.5% |
| Q1 2020 | $19,000 | -56.8% | 89 | -52.9% | 0.02% | -44.2% |
| Q4 2019 | $44,000 | – | 189 | – | 0.04% | – |
Download | ||||||
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% |