ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $387 | -99.9% | 5,200 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $382,000 | -8.2% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $416,000 | -22.4% | 5,200 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $536,000 | -10.2% | 5,200 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $597,000 | +13.3% | 5,200 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $527,000 | +1.9% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $517,000 | +13.4% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $456,000 | +3.2% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $442,000 | +13.0% | 5,200 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $391,000 | +11.7% | 1,300 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $350,000 | +14.4% | 1,300 | -13.3% | 0.01% | 0.0% |
| Q1 2020 | $306,000 | -12.3% | 1,500 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $349,000 | +14.1% | 1,500 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $306,000 | +33.6% | 1,500 | +25.0% | 0.01% | +25.0% |
| Q1 2019 | $229,000 | – | 1,200 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |