ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,746,498 | -60.6% | 16,646 | -59.1% | 0.17% | -58.0% |
Q2 2023 | $4,431,662 | +27597.9% | 40,706 | +50782.5% | 0.41% | +20400.0% |
Q2 2019 | $16,000 | +6.7% | 80 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $15,000 | +15.4% | 80 | 0.0% | 0.00% | +100.0% |
Q4 2018 | $13,000 | -51.9% | 80 | -42.9% | 0.00% | -66.7% |
Q3 2018 | $27,000 | -94.4% | 140 | -97.1% | 0.00% | -95.7% |
Q3 2014 | $485,000 | -63.1% | 4,822 | -64.5% | 0.07% | -53.7% |
Q2 2014 | $1,315,000 | +1.7% | 13,575 | -4.4% | 0.15% | -0.7% |
Q1 2014 | $1,293,000 | – | 14,195 | – | 0.15% | – |
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% |