ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,557,671 | +1.5% | 14,846 | +5.3% | 0.07% | -7.5% |
Q2 2023 | $1,534,988 | +32.7% | 14,099 | +13.1% | 0.08% | +17.6% |
Q1 2023 | $1,156,963 | +180.1% | 12,466 | +211.3% | 0.07% | +134.5% |
Q1 2022 | $413,000 | -17.1% | 4,004 | -7.7% | 0.03% | -19.4% |
Q4 2021 | $498,000 | -87.4% | 4,340 | -88.9% | 0.04% | -87.9% |
Q3 2021 | $3,961,000 | +3.0% | 39,122 | +1.1% | 0.30% | -2.3% |
Q2 2021 | $3,846,000 | +13.8% | 38,692 | +0.4% | 0.30% | -2.9% |
Q1 2021 | $3,381,000 | +5.2% | 38,557 | +2.1% | 0.31% | +4.3% |
Q4 2020 | $3,214,000 | +20.1% | 37,770 | +324.8% | 0.30% | -1.0% |
Q3 2020 | $2,677,000 | +19.7% | 8,892 | +7.3% | 0.30% | +0.7% |
Q2 2020 | $2,237,000 | +56.0% | 8,290 | +18.1% | 0.30% | +15.3% |
Q1 2020 | $1,434,000 | -7.1% | 7,018 | +5.7% | 0.26% | +24.2% |
Q4 2019 | $1,544,000 | +16.6% | 6,637 | +2.4% | 0.21% | +2.9% |
Q3 2019 | $1,324,000 | +10.5% | 6,483 | +7.1% | 0.20% | +6.8% |
Q2 2019 | $1,198,000 | – | 6,054 | – | 0.19% | – |
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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% |