ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,209 | -9.3% | 4,148 | -5.9% | 0.01% | -11.1% |
| Q2 2023 | $479,682 | +122.0% | 4,406 | +89.3% | 0.01% | +12.5% |
| Q1 2023 | $216,062 | +7.0% | 2,328 | -7.9% | 0.01% | -20.0% |
| Q2 2022 | $202,000 | -27.1% | 2,529 | -6.0% | 0.01% | -16.7% |
| Q1 2022 | $277,000 | -4.5% | 2,689 | +6.3% | 0.01% | +9.1% |
| Q4 2021 | $290,000 | +13.3% | 2,529 | 0.0% | 0.01% | -15.4% |
| Q3 2021 | $256,000 | +2.0% | 2,529 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $251,000 | +13.6% | 2,529 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $221,000 | +2.3% | 2,529 | 0.0% | 0.01% | -17.6% |
| Q4 2020 | $216,000 | – | 2,529 | – | 0.02% | – |
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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% |