ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,324 | -14.0% | 2,414 | -10.8% | 0.02% | -9.5% |
| Q2 2023 | $294,593 | +17.4% | 2,706 | +0.1% | 0.02% | +10.5% |
| Q1 2023 | $250,986 | +24.7% | 2,704 | +0.1% | 0.02% | +11.8% |
| Q4 2022 | $201,233 | -6.8% | 2,701 | +0.2% | 0.02% | -34.6% |
| Q2 2022 | $216,000 | -22.3% | 2,696 | +0.0% | 0.03% | +4.0% |
| Q1 2022 | $278,000 | -8.6% | 2,695 | +1.9% | 0.02% | -7.4% |
| Q4 2021 | $304,000 | +16.0% | 2,645 | +2.1% | 0.03% | -3.6% |
| Q3 2021 | $262,000 | +1.9% | 2,590 | 0.0% | 0.03% | +7.7% |
| Q2 2021 | $257,000 | +13.2% | 2,590 | +0.2% | 0.03% | -13.3% |
| Q1 2021 | $227,000 | +4.6% | 2,585 | +1.6% | 0.03% | -16.7% |
| Q4 2020 | $217,000 | – | 2,545 | – | 0.04% | – |
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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% |