ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,267 | +1.0% | 5,359 | +4.9% | 0.01% | 0.0% |
| Q2 2023 | $556,433 | +10.1% | 5,111 | -6.2% | 0.01% | 0.0% |
| Q1 2023 | $505,536 | +18.2% | 5,447 | -5.1% | 0.01% | +20.0% |
| Q4 2022 | $427,648 | +0.6% | 5,741 | -0.7% | 0.01% | 0.0% |
| Q3 2022 | $425,000 | +3.9% | 5,783 | +12.9% | 0.01% | 0.0% |
| Q2 2022 | $409,000 | -22.5% | 5,120 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $528,000 | -11.0% | 5,120 | -1.0% | 0.01% | 0.0% |
| Q4 2021 | $593,000 | +15.6% | 5,170 | +2.0% | 0.01% | +20.0% |
| Q3 2021 | $513,000 | -19.3% | 5,070 | -20.9% | 0.01% | -16.7% |
| Q2 2021 | $636,000 | +32.5% | 6,413 | +13.9% | 0.01% | 0.0% |
| Q4 2020 | $480,000 | +13.2% | 5,632 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $424,000 | +107.8% | 1,408 | +86.0% | 0.01% | +100.0% |
| Q2 2020 | $204,000 | -45.2% | 757 | -58.3% | 0.00% | -40.0% |
| Q1 2020 | $372,000 | +541.4% | 1,817 | +626.8% | 0.01% | +400.0% |
| Q4 2019 | $58,000 | +13.7% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $51,000 | +4.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $49,000 | +2.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $48,000 | +20.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $40,000 | -18.4% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $49,000 | +8.9% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $45,000 | – | 250 | – | 0.00% | – |
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% |