ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 276 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,175,516 | -3.6% | 20,735 | 0.0% | 0.04% | +2.4% |
Q2 2023 | $2,257,419 | +7.3% | 20,735 | -8.5% | 0.04% | +2.5% |
Q1 2023 | $2,102,982 | +9.1% | 22,659 | -12.4% | 0.04% | +2.6% |
Q4 2022 | $1,927,652 | +9.5% | 25,878 | +7.9% | 0.04% | +2.6% |
Q3 2022 | $1,760,000 | -25.0% | 23,993 | -18.3% | 0.04% | -19.1% |
Q2 2022 | $2,347,000 | -69.0% | 29,361 | -60.1% | 0.05% | -62.1% |
Q1 2022 | $7,576,000 | +0.6% | 73,522 | +12.1% | 0.12% | +8.8% |
Q4 2021 | $7,529,000 | +28.5% | 65,570 | +13.3% | 0.11% | +25.3% |
Q3 2021 | $5,861,000 | +109.0% | 57,877 | +105.2% | 0.09% | +116.7% |
Q2 2021 | $2,804,000 | -4.3% | 28,209 | -15.5% | 0.04% | -12.5% |
Q1 2021 | $2,929,000 | -15.8% | 33,401 | -18.3% | 0.05% | -22.6% |
Q4 2020 | $3,478,000 | +11.3% | 40,883 | +293.7% | 0.06% | 0.0% |
Q3 2020 | $3,126,000 | +2.0% | 10,384 | -8.6% | 0.06% | -6.1% |
Q2 2020 | $3,066,000 | +32.1% | 11,364 | +0.1% | 0.07% | +6.5% |
Q1 2020 | $2,321,000 | -12.7% | 11,358 | -0.6% | 0.06% | +10.7% |
Q4 2019 | $2,659,000 | +13.3% | 11,431 | -0.5% | 0.06% | +7.7% |
Q3 2019 | $2,346,000 | -6.4% | 11,489 | -9.3% | 0.05% | -8.8% |
Q2 2019 | $2,506,000 | +3.2% | 12,666 | -0.6% | 0.06% | -1.7% |
Q1 2019 | $2,428,000 | +15.6% | 12,738 | -3.0% | 0.06% | -3.3% |
Q4 2018 | $2,100,000 | -51.6% | 13,130 | -41.3% | 0.06% | -44.4% |
Q3 2018 | $4,343,000 | +45.3% | 22,382 | +33.6% | 0.11% | +20.0% |
Q2 2018 | $2,988,000 | -16.8% | 16,759 | -21.5% | 0.09% | -32.8% |
Q1 2018 | $3,593,000 | +36.2% | 21,362 | +31.8% | 0.13% | +35.4% |
Q4 2017 | $2,639,000 | +5.9% | 16,211 | -2.4% | 0.10% | +10.0% |
Q3 2017 | $2,491,000 | -3.9% | 16,617 | -10.4% | 0.09% | +1.1% |
Q2 2017 | $2,592,000 | +34.2% | 18,549 | +29.8% | 0.09% | +27.1% |
Q1 2017 | $1,931,000 | -25.5% | 14,286 | -33.7% | 0.07% | -34.0% |
Q4 2016 | $2,591,000 | +7.4% | 21,551 | +6.3% | 0.11% | 0.0% |
Q3 2016 | $2,412,000 | +52.1% | 20,265 | +34.5% | 0.11% | +49.3% |
Q2 2016 | $1,586,000 | -4.7% | 15,066 | -1.7% | 0.07% | -12.3% |
Q1 2016 | $1,664,000 | +1.0% | 15,332 | -0.4% | 0.08% | -2.4% |
Q4 2015 | $1,648,000 | +7.3% | 15,395 | -0.8% | 0.08% | +3.8% |
Q3 2015 | $1,536,000 | -7.6% | 15,526 | -2.2% | 0.08% | +6.7% |
Q2 2015 | $1,662,000 | -30.1% | 15,882 | -29.9% | 0.08% | -30.6% |
Q1 2015 | $2,379,000 | -56.4% | 22,669 | -56.6% | 0.11% | -58.1% |
Q4 2014 | $5,457,000 | +29.4% | 52,270 | +24.9% | 0.26% | +23.4% |
Q3 2014 | $4,216,000 | -1.2% | 41,845 | -5.0% | 0.21% | -2.8% |
Q2 2014 | $4,268,000 | +14.6% | 44,053 | +7.7% | 0.22% | +5.9% |
Q1 2014 | $3,723,000 | +1.8% | 40,889 | -1.2% | 0.20% | +12.2% |
Q4 2013 | $3,658,000 | +11.8% | 41,367 | -0.4% | 0.18% | +2.8% |
Q3 2013 | $3,272,000 | +10.7% | 41,527 | +3.4% | 0.18% | +6.7% |
Q2 2013 | $2,957,000 | – | 40,158 | – | 0.16% | – |
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% |