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 | $257,684 | -3.6% | 2,456 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $267,385 | +17.3% | 2,456 | 0.0% | 0.03% | +19.2% |
| Q1 2023 | $227,942 | +11.2% | 2,456 | -4.2% | 0.03% | +4.0% |
| Q2 2022 | $205,000 | -22.3% | 2,564 | 0.0% | 0.02% | -13.8% |
| Q1 2022 | $264,000 | -10.2% | 2,564 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $294,000 | +37.4% | 2,564 | +21.4% | 0.03% | -32.6% |
| Q3 2021 | $214,000 | +1.9% | 2,112 | 0.0% | 0.04% | +4.9% |
| Q2 2021 | $210,000 | -36.4% | 2,112 | -3.9% | 0.04% | -69.2% |
| Q3 2017 | $330,000 | -17.1% | 2,198 | -22.8% | 0.13% | -21.3% |
| Q2 2017 | $398,000 | +43.7% | 2,848 | +39.1% | 0.17% | +34.1% |
| Q1 2017 | $277,000 | +14.5% | 2,048 | +1.9% | 0.13% | +4.1% |
| Q4 2016 | $242,000 | – | 2,009 | – | 0.12% | – |
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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% |