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 | $619,987 | -12.9% | 5,909 | -9.6% | 0.12% | +1.7% |
| Q2 2023 | $711,917 | +17.3% | 6,539 | 0.0% | 0.12% | +7.3% |
| Q1 2023 | $606,898 | +24.6% | 6,539 | 0.0% | 0.11% | +25.0% |
| Q4 2022 | $487,101 | +1.5% | 6,539 | 0.0% | 0.09% | -12.9% |
| Q3 2022 | $480,000 | -8.2% | 6,539 | 0.0% | 0.10% | -6.5% |
| Q2 2022 | $523,000 | -21.5% | 6,539 | +1.2% | 0.11% | -5.3% |
| Q1 2022 | $666,000 | -10.2% | 6,459 | 0.0% | 0.11% | -13.0% |
| Q4 2021 | $742,000 | +13.5% | 6,459 | 0.0% | 0.13% | +24.8% |
| Q3 2021 | $654,000 | -8.1% | 6,459 | -9.8% | 0.10% | -7.1% |
| Q2 2021 | $712,000 | +11.4% | 7,159 | 0.0% | 0.11% | +0.9% |
| Q1 2021 | $639,000 | +4.9% | 7,159 | 0.0% | 0.11% | +19.1% |
| Q4 2020 | $609,000 | +8600.0% | 7,159 | +31026.1% | 0.09% | +9300.0% |
| Q3 2020 | $7,000 | – | 23 | – | 0.00% | – |
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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% |