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 | $1,251 | -5.7% | 11,921 | -2.1% | 0.14% | -0.7% |
| Q2 2023 | $1,326 | +23.0% | 12,177 | +4.8% | 0.14% | +13.5% |
| Q1 2023 | $1,078 | -34.6% | 11,615 | -47.6% | 0.13% | -27.6% |
| Q4 2022 | $1,649 | -100.0% | 22,148 | -61.3% | 0.17% | -62.0% |
| Q3 2022 | $4,195,000 | +19.2% | 57,177 | +30.0% | 0.46% | -2.8% |
| Q2 2022 | $3,518,000 | +1.2% | 43,978 | +30.3% | 0.47% | +53.9% |
| Q1 2022 | $3,477,000 | +39.3% | 33,748 | +55.2% | 0.31% | +50.0% |
| Q4 2021 | $2,496,000 | -72.7% | 21,747 | -75.9% | 0.20% | -72.9% |
| Q3 2021 | $9,135,000 | +329.9% | 90,212 | +322.0% | 0.75% | +179.9% |
| Q2 2021 | $2,125,000 | +17.8% | 21,377 | +3.9% | 0.27% | -4.3% |
| Q1 2021 | $1,804,000 | 0.0% | 20,567 | -3.0% | 0.28% | -2.8% |
| Q4 2020 | $1,804,000 | – | 21,204 | – | 0.29% | – |
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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% |