ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 812 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $132,169 | +78.0% | 1,214 | +51.8% | 0.02% | +50.0% |
| Q1 2023 | $74,248 | +24.6% | 800 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $59,592 | +1.0% | 800 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $59,000 | -7.8% | 800 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $64,000 | -22.0% | 800 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $82,000 | -10.9% | 800 | 0.0% | 0.02% | -16.7% |
| Q4 2021 | $92,000 | +13.6% | 800 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $81,000 | +1.2% | 800 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $80,000 | +14.3% | 800 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $70,000 | +2.9% | 800 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $68,000 | +13.3% | 800 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $60,000 | +11.1% | 200 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $54,000 | +14.9% | 200 | 0.0% | 0.02% | +11.8% |
| Q1 2020 | $47,000 | 0.0% | 200 | 0.0% | 0.02% | +6.2% |
| Q4 2019 | $47,000 | +14.6% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $41,000 | +2.5% | 200 | 0.0% | 0.02% | +6.7% |
| Q2 2019 | $40,000 | +5.3% | 200 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $38,000 | +18.8% | 200 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $32,000 | -17.9% | 200 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $39,000 | +8.3% | 200 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $36,000 | +5.9% | 200 | 0.0% | 0.02% | +14.3% |
| Q1 2018 | $34,000 | +3.0% | 200 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $33,000 | +10.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $30,000 | +7.1% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $28,000 | -79.9% | 200 | -80.6% | 0.01% | -80.0% |
| Q1 2017 | $139,000 | +12.1% | 1,029 | 0.0% | 0.06% | +6.6% |
| Q4 2016 | $124,000 | +1.6% | 1,029 | +0.5% | 0.06% | +1.7% |
| Q3 2016 | $122,000 | +13.0% | 1,024 | 0.0% | 0.06% | +9.1% |
| Q2 2016 | $108,000 | +2.9% | 1,024 | +5.3% | 0.06% | -6.8% |
| Q1 2016 | $105,000 | +1.0% | 972 | +0.3% | 0.06% | +3.5% |
| Q4 2015 | $104,000 | +8.3% | 969 | +0.3% | 0.06% | 0.0% |
| Q3 2015 | $96,000 | -5.0% | 966 | +0.1% | 0.06% | -6.6% |
| Q2 2015 | $101,000 | 0.0% | 965 | +0.3% | 0.06% | -4.7% |
| Q1 2015 | $101,000 | -5.6% | 962 | -5.9% | 0.06% | -8.6% |
| Q4 2014 | $107,000 | +3.9% | 1,022 | +0.3% | 0.07% | +1.4% |
| Q3 2014 | $103,000 | +4.0% | 1,019 | +0.2% | 0.07% | -4.2% |
| Q2 2014 | $99,000 | +7.6% | 1,017 | +0.2% | 0.07% | +4.3% |
| Q1 2014 | $92,000 | -48.9% | 1,015 | -49.9% | 0.07% | +3.0% |
| Q4 2013 | $180,000 | +125.0% | 2,024 | +100.4% | 0.07% | +3.1% |
| Q3 2013 | $80,000 | +8.1% | 1,010 | +0.3% | 0.06% | +3.2% |
| Q2 2013 | $74,000 | – | 1,007 | – | 0.06% | – |
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% |