ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 195 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $26,000 | -3.7% | 250 | 0.0% | 0.01% | -11.1% |
| Q1 2016 | $27,000 | 0.0% | 250 | 0.0% | 0.01% | +12.5% |
| Q4 2015 | $27,000 | +8.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $25,000 | -3.8% | 250 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $26,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $26,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $26,000 | -25.7% | 250 | -28.6% | 0.01% | -30.0% |
| Q3 2014 | $35,000 | +2.9% | 350 | 0.0% | 0.01% | +11.1% |
| Q2 2014 | $34,000 | -8.1% | 350 | -14.2% | 0.01% | -10.0% |
| Q1 2014 | $37,000 | +2.8% | 408 | 0.0% | 0.01% | -9.1% |
| Q4 2013 | $36,000 | +12.5% | 408 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $32,000 | -46.7% | 408 | -50.0% | 0.01% | 0.0% |
| Q2 2013 | $60,000 | – | 816 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 122,332 | $8,975,000 | 10.54% |
| Pariax, LLC | 83,993 | $6,163,000 | 7.08% |
| Signature Wealth Management Partners, LLC | 83,320 | $6,113,000 | 6.73% |
| First Citizens Financial Corp | 86,728 | $6,363,000 | 6.26% |
| Hobart Private Capital, LLC | 107,863 | $7,913,908 | 5.68% |
| Stonebridge Financial Planning Group, LLC | 97,077 | $7,123,000 | 4.98% |
| Quantitative Advantage, LLC | 354,674 | $26,022,000 | 4.56% |
| Danda Trouve Investment Management, Inc. | 30,688 | $2,252,000 | 4.16% |
| Portfolio Strategies, Inc. | 190,370 | $13,949,000 | 3.58% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,561 | $3,490,000 | 3.32% |