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 2022 | $2,838,000 | -63.0% | 38,699 | -59.7% | 0.19% | -60.4% |
| Q2 2022 | $7,669,000 | +4.7% | 95,933 | +34.9% | 0.48% | +20.5% |
| Q1 2022 | $7,324,000 | -10.2% | 71,110 | +0.2% | 0.40% | -16.3% |
| Q4 2021 | $8,153,000 | +19.0% | 71,001 | +4.9% | 0.48% | +15.7% |
| Q3 2021 | $6,851,000 | +46.5% | 67,661 | +43.8% | 0.41% | +36.8% |
| Q2 2021 | $4,675,000 | +72.8% | 47,043 | +52.6% | 0.30% | +54.9% |
| Q1 2021 | $2,705,000 | +1.3% | 30,820 | -1.9% | 0.20% | +2.1% |
| Q4 2020 | $2,671,000 | -29.7% | 31,424 | +148.9% | 0.19% | -41.8% |
| Q3 2020 | $3,801,000 | +34.2% | 12,627 | +20.2% | 0.33% | +32.3% |
| Q2 2020 | $2,832,000 | -40.9% | 10,502 | -55.2% | 0.25% | -41.4% |
| Q1 2020 | $4,795,000 | -11.3% | 23,468 | +0.9% | 0.42% | +17.5% |
| Q4 2019 | $5,407,000 | +43.7% | 23,259 | +26.2% | 0.36% | +31.4% |
| Q3 2019 | $3,762,000 | +3.2% | 18,423 | 0.0% | 0.27% | +1.1% |
| Q2 2019 | $3,647,000 | +25.7% | 18,423 | +21.0% | 0.27% | +11.5% |
| Q1 2019 | $2,902,000 | +20.3% | 15,224 | +0.9% | 0.24% | +7.5% |
| Q4 2018 | $2,413,000 | -18.1% | 15,088 | -0.6% | 0.23% | -0.4% |
| Q3 2018 | $2,946,000 | +8.9% | 15,179 | 0.0% | 0.23% | +2.7% |
| Q2 2018 | $2,704,000 | +8.2% | 15,179 | +2.1% | 0.22% | +8.9% |
| Q1 2018 | $2,500,000 | +7.8% | 14,866 | +4.3% | 0.20% | +5.2% |
| Q4 2017 | $2,319,000 | +9.8% | 14,248 | +1.1% | 0.19% | +7.2% |
| Q3 2017 | $2,112,000 | +7.6% | 14,087 | +0.2% | 0.18% | +4.0% |
| Q2 2017 | $1,963,000 | -30.2% | 14,054 | -32.5% | 0.17% | -32.9% |
| Q1 2017 | $2,813,000 | -29.9% | 20,810 | -37.7% | 0.26% | -29.9% |
| Q4 2016 | $4,014,000 | +1.1% | 33,382 | +0.0% | 0.37% | +4.8% |
| Q3 2016 | $3,969,000 | -5.7% | 33,371 | -16.5% | 0.35% | -12.9% |
| Q2 2016 | $4,208,000 | -3.0% | 39,979 | 0.0% | 0.40% | -9.4% |
| Q1 2016 | $4,339,000 | +36.8% | 39,979 | +34.9% | 0.44% | +36.9% |
| Q4 2015 | $3,171,000 | – | 29,628 | – | 0.32% | – |
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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% |