ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,332 | -44.5% | 4,397 | -42.4% | 0.04% | -34.9% |
| Q2 2023 | $831,714 | +6.1% | 7,640 | -9.6% | 0.06% | -4.5% |
| Q1 2023 | $784,163 | +39.0% | 8,449 | +11.6% | 0.07% | +20.0% |
| Q4 2022 | $564,152 | +71.0% | 7,574 | +68.3% | 0.06% | +44.7% |
| Q3 2022 | $330,000 | +39.2% | 4,500 | +61.5% | 0.04% | -5.0% |
| Q4 2020 | $237,000 | -5.2% | 2,786 | +240.2% | 0.04% | -16.7% |
| Q3 2020 | $250,000 | -30.7% | 819 | -36.0% | 0.05% | -40.7% |
| Q2 2020 | $361,000 | +43.8% | 1,280 | +15.1% | 0.08% | +19.1% |
| Q1 2020 | $251,000 | -12.5% | 1,112 | -7.6% | 0.07% | -2.9% |
| Q4 2019 | $287,000 | +11.2% | 1,203 | -5.3% | 0.07% | -1.4% |
| Q3 2019 | $258,000 | -1.1% | 1,270 | +2.8% | 0.07% | 0.0% |
| Q2 2019 | $261,000 | -7.1% | 1,236 | -10.5% | 0.07% | -17.4% |
| Q1 2019 | $281,000 | +8.9% | 1,381 | -3.8% | 0.09% | +6.2% |
| Q4 2018 | $258,000 | -9.5% | 1,436 | -9.2% | 0.08% | -63.3% |
| Q3 2018 | $285,000 | +1.4% | 1,581 | +0.2% | 0.22% | -10.9% |
| Q2 2018 | $281,000 | +15.2% | 1,578 | +8.9% | 0.25% | +7.4% |
| Q1 2018 | $244,000 | +22.0% | 1,449 | +18.2% | 0.23% | +10.0% |
| Q4 2017 | $200,000 | – | 1,226 | – | 0.21% | – |
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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% |