ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 236 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $449,000 | +50.7% | 4,544 | +59.4% | 0.00% | +100.0% |
| Q2 2015 | $298,000 | -55.3% | 2,850 | -55.2% | 0.00% | -66.7% |
| Q1 2015 | $667,000 | -25.3% | 6,358 | -25.7% | 0.01% | -25.0% |
| Q4 2014 | $893,000 | +99.3% | 8,557 | +92.4% | 0.01% | +100.0% |
| Q3 2014 | $448,000 | -16.7% | 4,448 | -19.9% | 0.00% | -20.0% |
| Q2 2014 | $538,000 | +79.9% | 5,552 | +69.1% | 0.01% | +25.0% |
| Q1 2014 | $299,000 | -53.9% | 3,284 | -55.3% | 0.00% | -60.0% |
| Q4 2013 | $649,000 | +210.5% | 7,344 | +176.9% | 0.01% | +150.0% |
| Q3 2013 | $209,000 | -67.0% | 2,652 | -69.2% | 0.00% | -66.7% |
| Q2 2013 | $633,000 | – | 8,603 | – | 0.01% | – |
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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% |