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 | $457,871 | -3.3% | 4,364 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $473,259 | +17.8% | 4,347 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $401,682 | +28.7% | 4,328 | +3.3% | 0.01% | -12.5% |
| Q4 2022 | $312,039 | +6.1% | 4,189 | +49.3% | 0.01% | -91.9% |
| Q2 2015 | $294,000 | -22.2% | 2,805 | -22.1% | 0.10% | -26.1% |
| Q1 2015 | $378,000 | +52.4% | 3,600 | +51.3% | 0.13% | +42.6% |
| Q4 2014 | $248,000 | -17.1% | 2,380 | -19.9% | 0.09% | -26.0% |
| Q3 2014 | $299,000 | – | 2,970 | – | 0.13% | – |
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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% |