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 | $77,997 | -4.7% | 752 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $81,870 | +17.3% | 752 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $69,793 | -73.6% | 752 | -78.8% | 0.00% | -80.0% |
| Q4 2022 | $264,588 | +1.8% | 3,552 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $260,000 | -8.5% | 3,552 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $284,000 | -22.4% | 3,552 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $366,000 | -10.1% | 3,552 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $407,000 | +13.1% | 3,552 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $360,000 | -1.4% | 3,552 | -14.5% | 0.01% | -14.3% |
| Q1 2021 | $365,000 | -2.1% | 4,152 | -5.4% | 0.01% | 0.0% |
| Q4 2020 | $373,000 | +16.6% | 4,388 | +312.8% | 0.01% | 0.0% |
| Q3 2020 | $320,000 | +10.3% | 1,063 | -0.9% | 0.01% | 0.0% |
| Q2 2020 | $290,000 | +29.5% | 1,073 | -2.3% | 0.01% | +16.7% |
| Q1 2020 | $224,000 | -12.5% | 1,098 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $256,000 | +14.3% | 1,098 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $224,000 | +2.8% | 1,098 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $218,000 | +4.3% | 1,098 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $209,000 | -1.9% | 1,098 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $213,000 | +255.0% | 1,098 | +175.9% | 0.01% | +150.0% |
| Q3 2017 | $60,000 | – | 398 | – | 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% |