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 | $2,866,967 | -3.4% | 27,325 | +0.3% | 0.10% | 0.0% |
| Q2 2023 | $2,967,361 | +16.7% | 27,256 | -0.5% | 0.10% | +11.6% |
| Q1 2023 | $2,542,080 | +24.1% | 27,390 | -0.4% | 0.09% | -3.4% |
| Q4 2022 | $2,048,028 | -0.3% | 27,494 | -1.8% | 0.09% | -6.3% |
| Q3 2022 | $2,055,000 | -8.2% | 28,008 | 0.0% | 0.10% | -7.8% |
| Q2 2022 | $2,239,000 | -27.6% | 28,008 | -5.1% | 0.10% | -16.3% |
| Q1 2022 | $3,093,000 | -9.0% | 29,512 | -0.3% | 0.12% | -2.4% |
| Q4 2021 | $3,398,000 | +13.4% | 29,592 | 0.0% | 0.13% | +4.1% |
| Q3 2021 | $2,996,000 | +1.9% | 29,592 | 0.0% | 0.12% | -3.2% |
| Q2 2021 | $2,941,000 | +12.4% | 29,592 | -0.8% | 0.12% | +1.6% |
| Q1 2021 | $2,617,000 | +8.5% | 29,840 | +5.3% | 0.12% | -6.1% |
| Q4 2020 | $2,411,000 | +12.8% | 28,336 | +299.2% | 0.13% | -0.8% |
| Q3 2020 | $2,137,000 | +11.6% | 7,098 | 0.0% | 0.13% | +5.6% |
| Q2 2020 | $1,915,000 | +33.2% | 7,098 | +0.9% | 0.12% | +7.8% |
| Q1 2020 | $1,438,000 | -12.2% | 7,036 | 0.0% | 0.12% | -5.7% |
| Q4 2019 | $1,637,000 | +34.4% | 7,036 | +17.9% | 0.12% | +18.3% |
| Q3 2019 | $1,218,000 | +83.4% | 5,966 | +77.9% | 0.10% | +60.0% |
| Q2 2019 | $664,000 | +3.9% | 3,353 | 0.0% | 0.06% | -9.7% |
| Q1 2019 | $639,000 | +19.2% | 3,353 | 0.0% | 0.07% | -4.0% |
| Q4 2018 | $536,000 | -5.1% | 3,353 | +15.1% | 0.08% | +7.1% |
| Q3 2018 | $565,000 | +9.7% | 2,913 | +0.7% | 0.07% | -5.4% |
| Q2 2018 | $515,000 | +5.7% | 2,893 | 0.0% | 0.07% | -2.6% |
| Q1 2018 | $487,000 | +3.4% | 2,893 | 0.0% | 0.08% | -1.3% |
| Q4 2017 | $471,000 | -3.5% | 2,893 | -3.3% | 0.08% | -8.3% |
| Q3 2017 | $488,000 | +13.2% | 2,991 | +0.5% | 0.08% | +3.7% |
| Q2 2017 | $431,000 | -48.2% | 2,977 | -50.0% | 0.08% | -2.4% |
| Q1 2017 | $832,000 | +140.5% | 5,954 | +107.0% | 0.08% | +2.5% |
| Q4 2016 | $346,000 | – | 2,877 | – | 0.08% | – |
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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% |