ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 234 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.72 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $348,000 | +2.4% | 1,704 | -0.6% | 0.00% | 0.0% |
Q2 2019 | $340,000 | +3.7% | 1,714 | -0.4% | 0.00% | 0.0% |
Q1 2019 | $328,000 | +15.5% | 1,721 | -3.1% | 0.00% | 0.0% |
Q4 2018 | $284,000 | -8.7% | 1,776 | +10.6% | 0.00% | 0.0% |
Q3 2018 | $311,000 | +8.0% | 1,606 | -0.6% | 0.00% | 0.0% |
Q2 2018 | $288,000 | +12.9% | 1,616 | +6.6% | 0.00% | +100.0% |
Q1 2018 | $255,000 | -73.0% | 1,516 | -73.9% | 0.00% | -80.0% |
Q4 2017 | $944,000 | +12.5% | 5,799 | +3.7% | 0.01% | 0.0% |
Q3 2017 | $839,000 | +49.3% | 5,593 | +39.2% | 0.01% | +66.7% |
Q2 2017 | $562,000 | +6.4% | 4,019 | +2.8% | 0.00% | 0.0% |
Q1 2017 | $528,000 | +55.3% | 3,909 | +37.8% | 0.00% | +50.0% |
Q4 2016 | $340,000 | +17.6% | 2,836 | +16.4% | 0.00% | 0.0% |
Q3 2016 | $289,000 | -29.2% | 2,436 | -37.3% | 0.00% | 0.0% |
Q2 2016 | $408,000 | +2.3% | 3,884 | +5.4% | 0.00% | 0.0% |
Q1 2016 | $399,000 | +35.3% | 3,685 | +32.9% | 0.00% | 0.0% |
Q4 2015 | $295,000 | -25.5% | 2,772 | -44.9% | 0.00% | 0.0% |
Q3 2013 | $396,000 | -45.0% | 5,030 | -48.6% | 0.00% | -33.3% |
Q2 2013 | $720,000 | – | 9,780 | – | 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% |