ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 255 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,895,275 | +10.6% | 18,064 | +14.8% | 0.62% | +8.7% |
| Q2 2023 | $1,713,178 | +17.3% | 15,736 | 0.0% | 0.57% | +6.9% |
| Q1 2023 | $1,460,458 | +24.6% | 15,736 | 0.0% | 0.54% | +29.1% |
| Q4 2022 | $1,172,175 | +1.5% | 15,736 | 0.0% | 0.42% | -3.5% |
| Q3 2022 | $1,155,000 | -8.2% | 15,736 | 0.0% | 0.43% | -6.9% |
| Q2 2022 | $1,258,000 | -22.4% | 15,736 | 0.0% | 0.46% | -11.6% |
| Q1 2022 | $1,621,000 | -10.3% | 15,736 | 0.0% | 0.52% | -14.1% |
| Q4 2021 | $1,807,000 | +13.4% | 15,736 | 0.0% | 0.61% | +4.1% |
| Q3 2021 | $1,593,000 | +1.9% | 15,736 | 0.0% | 0.59% | +0.3% |
| Q2 2021 | $1,564,000 | +13.3% | 15,736 | 0.0% | 0.58% | +9.8% |
| Q1 2021 | $1,380,000 | +3.1% | 15,736 | 0.0% | 0.53% | +2.1% |
| Q4 2020 | $1,339,000 | +13.1% | 15,736 | +300.0% | 0.52% | +13.0% |
| Q3 2020 | $1,184,000 | +11.6% | 3,934 | 0.0% | 0.46% | +12.4% |
| Q2 2020 | $1,061,000 | +32.0% | 3,934 | 0.0% | 0.41% | +21.3% |
| Q1 2020 | $804,000 | +7.1% | 3,934 | +21.8% | 0.34% | +17.0% |
| Q4 2019 | $751,000 | +13.8% | 3,230 | 0.0% | 0.29% | +7.4% |
| Q3 2019 | $660,000 | -15.2% | 3,230 | -17.9% | 0.27% | -15.7% |
| Q2 2019 | $778,000 | +3.7% | 3,934 | 0.0% | 0.32% | +7.8% |
| Q1 2019 | $750,000 | +19.2% | 3,934 | 0.0% | 0.30% | -2.6% |
| Q4 2018 | $629,000 | -17.6% | 3,934 | 0.0% | 0.30% | -11.9% |
| Q3 2018 | $763,000 | +8.8% | 3,934 | 0.0% | 0.34% | +5.2% |
| Q2 2018 | $701,000 | +5.9% | 3,934 | 0.0% | 0.33% | +2.8% |
| Q1 2018 | $662,000 | +3.4% | 3,934 | 0.0% | 0.32% | +2.2% |
| Q4 2017 | $640,000 | +8.5% | 3,934 | 0.0% | 0.31% | +3.0% |
| Q3 2017 | $590,000 | +7.3% | 3,934 | 0.0% | 0.30% | +7.1% |
| Q2 2017 | $550,000 | +3.4% | 3,934 | 0.0% | 0.28% | +3.3% |
| Q1 2017 | $532,000 | +12.5% | 3,934 | 0.0% | 0.27% | +10.9% |
| Q4 2016 | $473,000 | +1.1% | 3,934 | 0.0% | 0.25% | +12.8% |
| Q3 2016 | $468,000 | +13.0% | 3,934 | 0.0% | 0.22% | +0.9% |
| Q2 2016 | $414,000 | -3.0% | 3,934 | 0.0% | 0.22% | -27.7% |
| Q1 2016 | $427,000 | +1.4% | 3,934 | 0.0% | 0.30% | -10.4% |
| Q4 2015 | $421,000 | +8.2% | 3,934 | 0.0% | 0.34% | -8.0% |
| Q3 2015 | $389,000 | -5.6% | 3,934 | 0.0% | 0.36% | +7.1% |
| Q2 2015 | $412,000 | -2.6% | 3,934 | -2.5% | 0.34% | -0.3% |
| Q1 2015 | $423,000 | +0.5% | 4,034 | 0.0% | 0.34% | -3.9% |
| Q4 2014 | $421,000 | – | 4,034 | – | 0.36% | – |
Download | ||||||
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% |