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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,470,874 | -6.9% | 14,019 | -3.4% | 0.06% | -1.7% |
Q2 2023 | $1,580,574 | +110121.3% | 14,518 | -6.0% | 0.06% | +5.5% |
Q1 2023 | $1,434 | +15.2% | 15,451 | -7.6% | 0.06% | +12.2% |
Q4 2022 | $1,245 | -99.9% | 16,719 | +1.5% | 0.05% | -5.8% |
Q3 2022 | $1,209,000 | -8.2% | 16,479 | 0.0% | 0.05% | -3.7% |
Q2 2022 | $1,317,000 | -21.0% | 16,479 | +1.9% | 0.05% | -41.9% |
Q1 2022 | $1,667,000 | -13.5% | 16,179 | -3.6% | 0.09% | -7.9% |
Q4 2021 | $1,927,000 | +513.7% | 16,779 | +440.6% | 0.10% | +405.0% |
Q3 2021 | $314,000 | +1.6% | 3,104 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $309,000 | +13.6% | 3,104 | 0.0% | 0.02% | +11.1% |
Q1 2021 | $272,000 | +3.0% | 3,104 | 0.0% | 0.02% | -5.3% |
Q4 2020 | $264,000 | – | 3,104 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |