ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 242 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 2.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,712 | -2.0% | 1,963 | -7.3% | 0.02% | 0.0% |
| Q1 2022 | $218,000 | -38.6% | 2,117 | -31.6% | 0.02% | -17.4% |
| Q4 2021 | $355,000 | +13.4% | 3,095 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $313,000 | +1.6% | 3,095 | 0.0% | 0.02% | +4.8% |
| Q2 2021 | $308,000 | -56.1% | 3,095 | -61.3% | 0.02% | -58.0% |
| Q1 2021 | $702,000 | +3.1% | 8,000 | 0.0% | 0.05% | -3.8% |
| Q4 2020 | $681,000 | +13.1% | 8,000 | +300.0% | 0.05% | +2.0% |
| Q3 2020 | $602,000 | +11.5% | 2,000 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $540,000 | +32.0% | 2,000 | 0.0% | 0.05% | +8.3% |
| Q1 2020 | $409,000 | -12.0% | 2,000 | 0.0% | 0.05% | +11.6% |
| Q4 2019 | $465,000 | +14.0% | 2,000 | 0.0% | 0.04% | +7.5% |
| Q3 2019 | $408,000 | +3.0% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $396,000 | -48.0% | 2,000 | -50.0% | 0.04% | -51.8% |
| Q1 2019 | $762,000 | +19.1% | 4,000 | 0.0% | 0.08% | +16.9% |
| Q4 2018 | $640,000 | -17.5% | 4,000 | 0.0% | 0.07% | -11.2% |
| Q3 2018 | $776,000 | +8.8% | 4,000 | 0.0% | 0.08% | +5.3% |
| Q2 2018 | $713,000 | +5.9% | 4,000 | 0.0% | 0.08% | +7.0% |
| Q1 2018 | $673,000 | +3.4% | 4,000 | 0.0% | 0.07% | +9.2% |
| Q4 2017 | $651,000 | +8.5% | 4,000 | 0.0% | 0.06% | -4.4% |
| Q3 2017 | $600,000 | +7.3% | 4,000 | 0.0% | 0.07% | +1.5% |
| Q2 2017 | $559,000 | +3.3% | 4,000 | 0.0% | 0.07% | +1.5% |
| Q1 2017 | $541,000 | -23.0% | 4,000 | -31.6% | 0.07% | -24.1% |
| Q4 2016 | $703,000 | +47.7% | 5,849 | +46.2% | 0.09% | +47.5% |
| Q3 2016 | $476,000 | +13.1% | 4,000 | 0.0% | 0.06% | +9.3% |
| Q2 2016 | $421,000 | -3.0% | 4,000 | 0.0% | 0.05% | -1.8% |
| Q1 2016 | $434,000 | +1.4% | 4,000 | 0.0% | 0.06% | +14.6% |
| Q4 2015 | $428,000 | +8.1% | 4,000 | 0.0% | 0.05% | -9.4% |
| Q3 2015 | $396,000 | -5.5% | 4,000 | 0.0% | 0.05% | +10.4% |
| Q2 2015 | $419,000 | -0.2% | 4,000 | 0.0% | 0.05% | +4.3% |
| Q1 2015 | $420,000 | +0.5% | 4,000 | 0.0% | 0.05% | +2.2% |
| Q4 2014 | $418,000 | +3.7% | 4,000 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $403,000 | +3.9% | 4,000 | 0.0% | 0.04% | +4.7% |
| Q2 2014 | $388,000 | +6.6% | 4,000 | 0.0% | 0.04% | +4.9% |
| Q1 2014 | $364,000 | +2.8% | 4,000 | 0.0% | 0.04% | +5.1% |
| Q4 2013 | $354,000 | – | 4,000 | – | 0.04% | – |
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% |