ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 216 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $205,000 | -5.5% | 2,077 | 0.0% | 0.01% | +66.7% |
| Q2 2015 | $217,000 | -0.5% | 2,077 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $218,000 | +0.5% | 2,077 | 0.0% | 0.00% | +50.0% |
| Q4 2014 | $217,000 | +3.3% | 2,077 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $210,000 | +4.5% | 2,077 | 0.0% | 0.00% | -75.0% |
| Q2 2014 | $201,000 | – | 2,077 | – | 0.01% | – |
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% |