ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,466,563 | -3.9% | 23,509 | -0.3% | 0.01% | 0.0% |
Q2 2023 | $2,566,282 | +7.0% | 23,572 | -8.7% | 0.01% | -10.0% |
Q1 2023 | $2,397,463 | +20.5% | 25,832 | -3.3% | 0.01% | +11.1% |
Q4 2022 | $1,989,245 | -0.8% | 26,705 | -2.3% | 0.01% | 0.0% |
Q3 2022 | $2,006,000 | -4.7% | 27,346 | +3.9% | 0.01% | 0.0% |
Q2 2022 | $2,105,000 | -25.6% | 26,328 | -4.1% | 0.01% | -10.0% |
Q1 2022 | $2,829,000 | -6.9% | 27,457 | +3.7% | 0.01% | 0.0% |
Q4 2021 | $3,039,000 | +14.2% | 26,467 | +0.7% | 0.01% | +11.1% |
Q3 2021 | $2,662,000 | +2.4% | 26,293 | +0.5% | 0.01% | 0.0% |
Q2 2021 | $2,600,000 | +16.1% | 26,158 | +2.4% | 0.01% | +12.5% |
Q1 2021 | $2,240,000 | +0.6% | 25,540 | -2.4% | 0.01% | 0.0% |
Q4 2020 | $2,226,000 | +8.5% | 26,161 | +283.8% | 0.01% | -11.1% |
Q3 2020 | $2,052,000 | +24.2% | 6,817 | +11.4% | 0.01% | +12.5% |
Q2 2020 | $1,652,000 | +116.5% | 6,122 | +64.0% | 0.01% | +60.0% |
Q1 2020 | $763,000 | -11.5% | 3,734 | +0.8% | 0.01% | +25.0% |
Q4 2019 | $862,000 | +27.0% | 3,706 | +11.4% | 0.00% | 0.0% |
Q3 2019 | $679,000 | +3.0% | 3,326 | -0.2% | 0.00% | 0.0% |
Q2 2019 | $659,000 | -3.7% | 3,332 | -7.2% | 0.00% | 0.0% |
Q1 2019 | $684,000 | -50.8% | 3,591 | -58.7% | 0.00% | -60.0% |
Q4 2018 | $1,390,000 | +102.3% | 8,690 | +145.4% | 0.01% | +150.0% |
Q3 2018 | $687,000 | -31.8% | 3,541 | -37.3% | 0.00% | -42.9% |
Q2 2018 | $1,007,000 | +5.7% | 5,647 | -0.4% | 0.01% | 0.0% |
Q1 2018 | $953,000 | +48.2% | 5,668 | +43.4% | 0.01% | +75.0% |
Q4 2017 | $643,000 | +46.5% | 3,953 | +35.1% | 0.00% | +33.3% |
Q3 2017 | $439,000 | +36.3% | 2,926 | +26.9% | 0.00% | +50.0% |
Q2 2017 | $322,000 | +22.0% | 2,305 | +16.8% | 0.00% | 0.0% |
Q1 2017 | $264,000 | +15.3% | 1,974 | +3.8% | 0.00% | 0.0% |
Q4 2016 | $229,000 | – | 1,901 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PGIM Custom Harvest LLC | 4,262,531 | $395,605,502 | 16.42% |
Mendel Capital Management LLC | 118,534 | $11,001,111 | 9.94% |
Buttonwood Financial Group, LLC | 94,654 | $8,784,756 | 8.76% |
Pariax, LLC | 29,138 | $2,704,298 | 8.23% |
Signature Wealth Management Partners, LLC | 73,245 | $6,797,934 | 6.31% |
Stonebridge Financial Planning Group, LLC | 88,217 | $8,187,453 | 5.28% |
EWG Elevate Inc. | 126,857 | $11,773,623 | 5.02% |
Quantitative Advantage, LLC | 356,495 | $33,086,311 | 4.80% |
West Wealth Group, LLC | 96,739 | $8,978,305 | 4.16% |
COTTONWOOD CAPITAL ADVISORS, LLC | 46,688 | $4,333,103 | 3.99% |