ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,283 | -3.6% | 5,464 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $594,866 | +17.3% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $507,114 | +24.6% | 5,464 | 0.0% | 0.01% | +28.6% |
| Q4 2022 | $407,013 | +1.5% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $401,000 | -8.2% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $437,000 | -22.4% | 5,464 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $563,000 | -10.2% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $627,000 | +13.4% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $553,000 | +1.8% | 5,464 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $543,000 | +13.4% | 5,464 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $479,000 | +3.0% | 5,464 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $465,000 | +13.1% | 5,464 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $411,000 | +11.4% | 1,366 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $369,000 | +32.3% | 1,366 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $279,000 | -12.3% | 1,366 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $318,000 | +14.0% | 1,366 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $279,000 | +3.3% | 1,366 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $270,000 | +3.8% | 1,366 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $260,000 | +18.7% | 1,366 | -32.3% | 0.01% | -52.9% |
| Q1 2016 | $219,000 | – | 2,017 | – | 0.02% | – |
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% |