ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,000 | -40.5% | 301 | -35.3% | 0.00% | -50.0% |
| Q2 2022 | $37,000 | +117.6% | 465 | +183.5% | 0.00% | +100.0% |
| Q1 2022 | $17,000 | -71.2% | 164 | -68.3% | 0.00% | -83.3% |
| Q4 2021 | $59,000 | +110.7% | 517 | +86.0% | 0.01% | +500.0% |
| Q3 2021 | $28,000 | +75.0% | 278 | +69.5% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +14.3% | 164 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 164 | 0.0% | 0.00% | -66.7% |
| Q4 2020 | $14,000 | +16.7% | 164 | +300.0% | 0.00% | +200.0% |
| Q3 2020 | $12,000 | 0.0% | 41 | -73.5% | 0.00% | -50.0% |
| Q3 2013 | $12,000 | – | 155 | – | 0.00% | – |
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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% |