ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 143 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,075,430 | +13.0% | 10,250 | 0.0% | 0.01% | +20.0% |
| Q2 2023 | $951,302 | 0.0% | 10,250 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $951,302 | +31.0% | 10,250 | +5.1% | 0.01% | +25.0% |
| Q4 2022 | $726,203 | -5.2% | 9,749 | -6.8% | 0.00% | -20.0% |
| Q3 2022 | $766,000 | -12.3% | 10,460 | -4.4% | 0.01% | 0.0% |
| Q2 2022 | $873,000 | -18.9% | 10,940 | +4.6% | 0.01% | 0.0% |
| Q1 2022 | $1,077,000 | -10.2% | 10,460 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $1,200,000 | +13.3% | 10,460 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $1,059,000 | +1.9% | 10,460 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,039,000 | +13.4% | 10,460 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $916,000 | +0.8% | 10,460 | -2.1% | 0.01% | 0.0% |
| Q4 2020 | $909,000 | +15.5% | 10,688 | +308.7% | 0.01% | 0.0% |
| Q3 2020 | $787,000 | +11.8% | 2,615 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $704,000 | -3.4% | 2,615 | -16.7% | 0.00% | +33.3% |
| Q1 2020 | $729,000 | 0.0% | 3,138 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $729,000 | +13.9% | 3,138 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $640,000 | +3.2% | 3,138 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $620,000 | +3.9% | 3,138 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $597,000 | +19.4% | 3,138 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $500,000 | +26.9% | 3,138 | +29.2% | 0.00% | 0.0% |
| Q1 2018 | $394,000 | 0.0% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $394,000 | +8.5% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $363,000 | +10.7% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $328,000 | 0.0% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $328,000 | +10.8% | 2,428 | -1.7% | 0.00% | 0.0% |
| Q4 2016 | $296,000 | -15.9% | 2,470 | -16.8% | 0.00% | 0.0% |
| Q3 2016 | $352,000 | +13.2% | 2,970 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $311,000 | +46.0% | 2,970 | +50.8% | 0.00% | +100.0% |
| Q1 2016 | $213,000 | +13.3% | 1,970 | +11.3% | 0.00% | 0.0% |
| Q4 2015 | $188,000 | +66.4% | 1,770 | +53.9% | 0.00% | 0.0% |
| Q3 2015 | $113,000 | -5.8% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $120,000 | 0.0% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $120,000 | +79.1% | 1,150 | +76.9% | 0.00% | 0.0% |
| Q4 2014 | $67,000 | +3.1% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $65,000 | +4.8% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $62,000 | +5.1% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $59,000 | +3.5% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $57,000 | +11.8% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $51,000 | -69.8% | 650 | -71.7% | 0.00% | -50.0% |
| Q2 2013 | $169,000 | – | 2,300 | – | 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% |