ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,046 | -6.5% | 2,612 | -3.0% | 0.44% | +0.9% |
| Q2 2023 | $293,073 | +14.5% | 2,692 | -2.4% | 0.44% | +8.1% |
| Q1 2023 | $255,870 | +24.4% | 2,757 | -0.2% | 0.41% | +25.3% |
| Q4 2022 | $205,736 | -1.1% | 2,762 | -2.5% | 0.32% | -12.0% |
| Q3 2022 | $208,000 | -8.0% | 2,832 | 0.0% | 0.37% | -4.4% |
| Q2 2022 | $226,000 | -21.3% | 2,832 | +1.8% | 0.38% | -7.7% |
| Q1 2022 | $287,000 | -10.0% | 2,782 | 0.0% | 0.42% | -5.9% |
| Q4 2021 | $319,000 | – | 2,782 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NIEMANN CAPITAL MANAGEMENT INC | 3,316 | $282,000 | 35.79% |
| First Citizens Financial Corp | 98,772 | $8,404,000 | 7.33% |
| Danda Trouve Investment Management, Inc. | 66,398 | $5,649,000 | 6.90% |
| Signature Wealth Management Partners, LLC | 79,308 | $6,748,000 | 6.75% |
| Stonebridge Financial Planning Group, LLC | 107,490 | $9,145,000 | 5.79% |
| Quantitative Advantage, LLC | 320,866 | $27,299,000 | 5.76% |
| HC Advisors, LLC | 72,560 | $6,173,000 | 4.22% |
| Rollins Financial | 90,780 | $7,724,000 | 3.52% |
| Pinnacle Advisory Group, Inc. | 633,788 | $53,923,000 | 3.26% |
| SPC Financial, Inc. | 271,792 | $23,124,000 | 3.25% |