ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $928,000 | +26.3% | 8,082 | +11.3% | 0.16% | +10.4% |
| Q3 2021 | $735,000 | +0.1% | 7,260 | -1.6% | 0.14% | -1.4% |
| Q2 2021 | $734,000 | +13.8% | 7,381 | +0.4% | 0.15% | +5.8% |
| Q1 2021 | $645,000 | +5.9% | 7,355 | +2.8% | 0.14% | -2.8% |
| Q4 2020 | $609,000 | +20.4% | 7,157 | +325.8% | 0.14% | +1.4% |
| Q3 2020 | $506,000 | +14.7% | 1,681 | +2.9% | 0.14% | +6.1% |
| Q2 2020 | $441,000 | +32.0% | 1,634 | 0.0% | 0.13% | +14.8% |
| Q1 2020 | $334,000 | -10.9% | 1,634 | +1.2% | 0.12% | +27.8% |
| Q4 2019 | $375,000 | +11.6% | 1,614 | -1.8% | 0.09% | +8.4% |
| Q3 2019 | $336,000 | +2.4% | 1,643 | -0.8% | 0.08% | -1.2% |
| Q2 2019 | $328,000 | +2.8% | 1,657 | -0.7% | 0.08% | +5.0% |
| Q1 2019 | $319,000 | +36.9% | 1,668 | +14.6% | 0.08% | +17.6% |
| Q4 2018 | $233,000 | – | 1,455 | – | 0.07% | – |
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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% |