ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $911,125 | -20.6% | 8,684 | -17.6% | 0.16% | -30.4% |
Q2 2023 | $1,147,816 | +11.5% | 10,543 | -5.0% | 0.22% | +3.2% |
Q1 2023 | $1,029,634 | +10.8% | 11,094 | -4.5% | 0.22% | +9.0% |
Q2 2022 | $929,000 | -23.3% | 11,616 | -1.2% | 0.20% | -3.4% |
Q1 2022 | $1,212,000 | -13.2% | 11,762 | -3.3% | 0.21% | +1.5% |
Q4 2021 | $1,396,000 | -23.1% | 12,158 | -32.2% | 0.20% | -25.9% |
Q3 2021 | $1,815,000 | +24.5% | 17,929 | +22.2% | 0.27% | +24.5% |
Q2 2021 | $1,458,000 | -22.4% | 14,669 | -31.5% | 0.22% | -34.9% |
Q1 2021 | $1,879,000 | -16.7% | 21,429 | -19.2% | 0.34% | -17.4% |
Q4 2020 | $2,257,000 | +3.0% | 26,524 | +264.4% | 0.41% | -14.4% |
Q3 2020 | $2,191,000 | +149.0% | 7,279 | +123.1% | 0.48% | +128.7% |
Q2 2020 | $880,000 | -80.2% | 3,263 | -83.0% | 0.21% | -70.9% |
Q4 2019 | $4,453,000 | +10.4% | 19,146 | -3.1% | 0.72% | +7.5% |
Q3 2019 | $4,033,000 | +23.1% | 19,750 | +19.3% | 0.67% | +31.8% |
Q2 2019 | $3,275,000 | -65.7% | 16,552 | -66.9% | 0.51% | -65.8% |
Q1 2019 | $9,544,000 | -18.9% | 50,074 | -17.5% | 1.48% | -2.8% |
Q3 2018 | $11,770,000 | +0.5% | 60,662 | -7.6% | 1.52% | -6.4% |
Q2 2018 | $11,706,000 | +2.7% | 65,663 | -3.1% | 1.63% | -5.7% |
Q1 2018 | $11,394,000 | +194.6% | 67,736 | +185.1% | 1.73% | +139.0% |
Q4 2017 | $3,868,000 | -64.6% | 23,762 | -67.4% | 0.72% | -65.9% |
Q3 2017 | $10,912,000 | +8.4% | 72,788 | +1.0% | 2.12% | +40.9% |
Q2 2017 | $10,067,000 | +13.7% | 72,052 | +10.0% | 1.50% | +16.6% |
Q1 2017 | $8,854,000 | +155.2% | 65,501 | +127.0% | 1.29% | +124.7% |
Q4 2016 | $3,470,000 | +3.2% | 28,854 | +2.2% | 0.57% | +19.3% |
Q3 2016 | $3,361,000 | -40.9% | 28,244 | -48.0% | 0.48% | -3.6% |
Q2 2015 | $5,684,000 | +36.4% | 54,303 | +36.8% | 0.50% | +32.0% |
Q1 2015 | $4,168,000 | +68.9% | 39,706 | +68.0% | 0.38% | +207.3% |
Q4 2014 | $2,468,000 | +51.2% | 23,639 | +45.9% | 0.12% | +50.0% |
Q3 2014 | $1,632,000 | +52.8% | 16,197 | +46.9% | 0.08% | +70.8% |
Q2 2014 | $1,068,000 | +284.2% | 11,023 | +261.2% | 0.05% | +269.2% |
Q1 2014 | $278,000 | -86.4% | 3,052 | -86.8% | 0.01% | -85.9% |
Q4 2013 | $2,038,000 | -95.4% | 23,040 | -95.9% | 0.09% | -92.9% |
Q3 2013 | $43,879,000 | +409.3% | 556,841 | +375.9% | 1.30% | +215.1% |
Q2 2013 | $8,615,000 | +29.9% | 117,002 | +29.3% | 0.41% | +33.9% |
Q1 2013 | $6,634,000 | – | 90,488 | – | 0.31% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |