ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,894,099 | +508113.8% | 46,646 | +281.1% | 0.02% | +257.1% |
| Q4 2022 | $963 | -99.9% | 12,239 | -18.9% | 0.01% | -30.0% |
| Q3 2022 | $1,164,000 | -12.4% | 15,089 | -3.8% | 0.01% | -9.1% |
| Q2 2022 | $1,329,000 | -19.7% | 15,685 | -9.2% | 0.01% | -8.3% |
| Q1 2022 | $1,655,000 | +8.9% | 17,270 | +12.2% | 0.01% | +9.1% |
| Q4 2021 | $1,520,000 | -11.1% | 15,391 | -3.1% | 0.01% | +10.0% |
| Q3 2021 | $1,709,000 | +0.8% | 15,883 | -3.1% | 0.01% | 0.0% |
| Q2 2021 | $1,696,000 | +7.3% | 16,385 | -2.2% | 0.01% | +11.1% |
| Q1 2021 | $1,580,000 | +36.8% | 16,751 | +28.5% | 0.01% | +28.6% |
| Q4 2020 | $1,155,000 | +17.5% | 13,036 | +312.7% | 0.01% | 0.0% |
| Q3 2020 | $983,000 | +12.2% | 3,159 | +2.2% | 0.01% | 0.0% |
| Q2 2020 | $876,000 | +218.5% | 3,091 | +155.2% | 0.01% | +133.3% |
| Q1 2020 | $275,000 | -22.8% | 1,211 | -29.2% | 0.00% | 0.0% |
| Q3 2019 | $356,000 | -18.2% | 1,711 | -19.5% | 0.00% | 0.0% |
| Q2 2019 | $435,000 | +3.6% | 2,125 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $420,000 | -61.7% | 2,125 | -67.7% | 0.00% | -66.7% |
| Q4 2018 | $1,096,000 | -7.2% | 6,571 | +0.4% | 0.01% | -10.0% |
| Q3 2018 | $1,181,000 | -4.1% | 6,545 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $1,231,000 | +7.1% | 6,545 | -1.5% | 0.01% | +12.5% |
| Q1 2018 | $1,149,000 | -3.3% | 6,645 | -2.5% | 0.01% | 0.0% |
| Q4 2017 | $1,188,000 | +39.1% | 6,812 | +28.3% | 0.01% | +33.3% |
| Q3 2017 | $854,000 | +8.8% | 5,309 | -0.1% | 0.01% | 0.0% |
| Q2 2017 | $785,000 | +23.4% | 5,315 | +15.1% | 0.01% | +20.0% |
| Q1 2017 | $636,000 | +10.8% | 4,617 | -0.0% | 0.01% | 0.0% |
| Q4 2016 | $574,000 | -8.0% | 4,618 | -11.9% | 0.01% | 0.0% |
| Q3 2016 | $624,000 | +2.3% | 5,240 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $610,000 | +8.0% | 5,240 | +0.5% | 0.01% | 0.0% |
| Q1 2016 | $565,000 | -49.6% | 5,215 | -51.2% | 0.01% | 0.0% |
| Q2 2015 | $1,120,000 | +100.7% | 10,692 | +101.1% | 0.01% | 0.0% |
| Q1 2015 | $558,000 | – | 5,318 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |