ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 242 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 2.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $394,000 | +11.6% | 1,310 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $353,000 | -2.2% | 1,310 | -25.8% | 0.01% | -14.3% |
| Q1 2020 | $361,000 | -23.0% | 1,765 | -12.4% | 0.01% | -12.5% |
| Q4 2019 | $469,000 | +2.9% | 2,015 | -9.8% | 0.01% | -11.1% |
| Q3 2019 | $456,000 | +3.2% | 2,235 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $442,000 | +3.8% | 2,235 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $426,000 | +19.3% | 2,235 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $357,000 | -17.7% | 2,235 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $434,000 | +5.6% | 2,235 | -3.0% | 0.01% | 0.0% |
| Q2 2018 | $411,000 | +5.9% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $388,000 | -37.3% | 2,305 | -39.4% | 0.01% | -33.3% |
| Q4 2017 | $619,000 | +7.5% | 3,805 | -1.0% | 0.01% | -7.7% |
| Q3 2017 | $576,000 | +7.3% | 3,845 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $537,000 | -39.6% | 3,845 | -41.6% | 0.01% | -40.9% |
| Q1 2017 | $889,000 | -27.4% | 6,580 | -35.4% | 0.02% | -31.2% |
| Q4 2016 | $1,225,000 | -4.7% | 10,190 | -5.7% | 0.03% | -3.0% |
| Q3 2016 | $1,286,000 | +8.0% | 10,810 | -4.4% | 0.03% | +3.1% |
| Q2 2016 | $1,191,000 | -2.9% | 11,310 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $1,227,000 | +1.3% | 11,310 | 0.0% | 0.03% | -3.0% |
| Q4 2015 | $1,211,000 | -10.4% | 11,310 | -17.2% | 0.03% | -17.5% |
| Q3 2015 | $1,351,000 | -9.1% | 13,665 | -3.5% | 0.04% | +2.6% |
| Q1 2015 | $1,487,000 | +13.8% | 14,165 | +13.2% | 0.04% | +14.7% |
| Q4 2014 | $1,307,000 | -1.9% | 12,515 | -5.3% | 0.03% | 0.0% |
| Q3 2014 | $1,332,000 | +13.9% | 13,215 | +9.5% | 0.03% | +17.2% |
| Q2 2014 | $1,169,000 | +7.2% | 12,065 | +0.8% | 0.03% | -3.3% |
| Q1 2014 | $1,090,000 | -1.1% | 11,965 | -4.0% | 0.03% | -6.2% |
| Q4 2013 | $1,102,000 | – | 12,465 | – | 0.03% | – |
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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% |