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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $116,000 | -16.5% | 1,455 | +8.2% | 0.01% | 0.0% |
| Q1 2022 | $139,000 | -9.7% | 1,345 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $154,000 | -48.4% | 1,345 | -54.3% | 0.01% | -41.7% |
| Q3 2021 | $298,211 | +1.9% | 2,945 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $292,733 | +30.4% | 2,945 | +15.0% | 0.01% | +8.3% |
| Q1 2021 | $224,512 | +3.1% | 2,560 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $217,805 | +13.0% | 2,560 | +300.0% | 0.01% | -7.7% |
| Q3 2020 | $192,685 | +15.2% | 640 | +3.2% | 0.01% | 0.0% |
| Q2 2020 | $167,276 | +32.0% | 620 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $126,722 | -12.1% | 620 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $144,212 | +13.9% | 620 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $126,610 | +3.2% | 620 | 0.0% | 0.01% | +8.3% |
| Q2 2019 | $122,692 | +3.8% | 620 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $118,172 | +19.2% | 620 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $99,157 | -17.6% | 620 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $120,292 | -14.3% | 620 | -21.2% | 0.01% | -18.8% |
| Q2 2018 | $140,298 | +6.0% | 787 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $132,381 | +3.3% | 787 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $128,100 | +50.7% | 787 | +38.8% | 0.02% | +45.5% |
| Q3 2017 | $85,005 | – | 567 | – | 0.01% | – |
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% |