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 | $2,110,045 | -1.7% | 20,111 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $2,147,025 | +15.1% | 19,721 | -1.9% | 0.01% | +11.1% |
| Q1 2023 | $1,865,110 | +24.6% | 20,096 | 0.0% | 0.01% | +28.6% |
| Q4 2022 | $1,496,949 | -15.2% | 20,096 | -16.5% | 0.01% | -22.2% |
| Q3 2022 | $1,766,000 | -0.8% | 24,069 | +8.1% | 0.01% | 0.0% |
| Q2 2022 | $1,780,000 | -22.4% | 22,268 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $2,294,000 | -13.5% | 22,268 | -3.6% | 0.01% | -9.1% |
| Q4 2021 | $2,653,000 | +11.5% | 23,103 | -1.7% | 0.01% | +10.0% |
| Q3 2021 | $2,380,000 | +1.9% | 23,503 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $2,336,000 | -43.5% | 23,503 | -50.1% | 0.01% | 0.0% |
| Q1 2021 | $4,132,000 | +100.6% | 47,116 | +94.6% | 0.01% | 0.0% |
| Q4 2020 | $2,060,000 | +13.1% | 24,208 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $1,822,000 | +11.6% | 6,052 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $1,633,000 | +21.1% | 6,052 | -8.3% | 0.01% | 0.0% |
| Q1 2020 | $1,349,000 | -28.1% | 6,602 | -18.1% | 0.01% | -10.0% |
| Q4 2019 | $1,875,000 | +13.8% | 8,063 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $1,647,000 | +1.4% | 8,063 | -1.8% | 0.01% | 0.0% |
| Q2 2019 | $1,624,000 | +565.6% | 8,207 | +541.2% | 0.01% | +800.0% |
| Q1 2019 | $244,000 | – | 1,280 | – | 0.00% | – |
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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% |