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 | $162,416 | +352.1% | 1,548 | +369.1% | 0.00% | – |
| Q2 2023 | $35,927 | +17.3% | 330 | 0.0% | 0.00% | – |
| Q1 2023 | $30,627 | +24.6% | 330 | 0.0% | 0.00% | – |
| Q4 2022 | $24,582 | +2.4% | 330 | 0.0% | 0.00% | – |
| Q3 2022 | $24,000 | -94.1% | 330 | -92.9% | 0.00% | – |
| Q1 2021 | $406,000 | +89.7% | 4,626 | +83.6% | 0.00% | – |
| Q4 2020 | $214,000 | +18.2% | 2,520 | +320.0% | 0.00% | – |
| Q3 2020 | $181,000 | -1.6% | 600 | -11.9% | 0.00% | – |
| Q2 2020 | $184,000 | +49.6% | 681 | +13.5% | 0.00% | – |
| Q1 2020 | $123,000 | -11.5% | 600 | 0.0% | 0.00% | – |
| Q4 2019 | $139,000 | +13.9% | 600 | 0.0% | 0.00% | – |
| Q3 2019 | $122,000 | +3.4% | 600 | 0.0% | 0.00% | – |
| Q2 2019 | $118,000 | +3.5% | 600 | 0.0% | 0.00% | – |
| Q1 2019 | $114,000 | +17.5% | 600 | -2.9% | 0.00% | – |
| Q4 2018 | $97,000 | -50.8% | 618 | -39.4% | 0.00% | – |
| Q3 2018 | $197,000 | -72.8% | 1,019 | -74.9% | 0.00% | – |
| Q2 2018 | $725,000 | +2.0% | 4,066 | -4.1% | 0.00% | – |
| Q1 2018 | $711,000 | +4.4% | 4,241 | -35.2% | 0.00% | – |
| Q4 2014 | $681,000 | +41.3% | 6,543 | +36.3% | 0.00% | – |
| Q3 2014 | $482,000 | +4.3% | 4,802 | +0.6% | 0.00% | – |
| Q2 2014 | $462,000 | -11.3% | 4,775 | -16.8% | 0.00% | – |
| Q1 2014 | $521,000 | +32.9% | 5,740 | +29.3% | 0.00% | – |
| Q4 2013 | $392,000 | +23.3% | 4,440 | +9.9% | 0.00% | – |
| Q3 2013 | $318,000 | – | 4,040 | – | 0.00% | – |
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% |