ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $985,199 | +196.7% | 9,390 | +107.6% | 0.02% | +108.3% |
| Q3 2022 | $332,000 | +4.7% | 4,524 | +14.0% | 0.01% | -14.3% |
| Q2 2022 | $317,000 | -28.0% | 3,968 | +3.6% | 0.01% | -48.1% |
| Q4 2021 | $440,000 | +86.4% | 3,831 | +42.5% | 0.03% | +22.7% |
| Q1 2021 | $236,000 | +6.8% | 2,689 | +3.5% | 0.02% | -4.3% |
| Q4 2020 | $221,000 | -90.1% | 2,598 | -65.0% | 0.02% | -84.0% |
| Q3 2020 | $2,238,000 | +79.2% | 7,433 | +60.5% | 0.14% | +65.5% |
| Q2 2020 | $1,249,000 | -40.9% | 4,631 | -55.3% | 0.09% | -43.1% |
| Q1 2020 | $2,115,000 | – | 10,349 | – | 0.15% | – |
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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% |