ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,841 | -26.4% | 1,955 | -50.4% | 0.04% | -33.9% |
| Q3 2022 | $289,000 | +43.1% | 3,940 | +55.6% | 0.06% | +180.0% |
| Q2 2022 | $202,000 | -27.1% | 2,532 | -5.9% | 0.02% | -16.7% |
| Q1 2022 | $277,000 | -20.4% | 2,692 | -11.1% | 0.02% | -14.3% |
| Q4 2021 | $348,000 | +3.6% | 3,029 | -8.6% | 0.03% | -6.7% |
| Q3 2021 | $336,000 | -99.7% | 3,314 | +406.7% | 0.03% | 0.0% |
| Q2 2019 | $129,426,000 | +109583.1% | 654 | -11.1% | 0.03% | -14.3% |
| Q4 2018 | $118,000 | -28.9% | 736 | -19.7% | 0.04% | -20.5% |
| Q3 2018 | $166,000 | -48.8% | 916 | -49.6% | 0.04% | -69.9% |
| Q2 2018 | $324,000 | +84.1% | 1,819 | +73.9% | 0.15% | +114.7% |
| Q1 2018 | $176,000 | -22.8% | 1,046 | -25.5% | 0.07% | -24.4% |
| Q4 2017 | $228,000 | +13.4% | 1,404 | +4.6% | 0.09% | -7.2% |
| Q3 2017 | $201,000 | – | 1,342 | – | 0.10% | – |
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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% |