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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,219,170 | -2.7% | 11,620 | +1.0% | 0.25% | +6.8% |
| Q2 2023 | $1,252,549 | +56.5% | 11,505 | +33.4% | 0.24% | +45.7% |
| Q1 2023 | $800,579 | +108.4% | 8,626 | +67.3% | 0.16% | +211.5% |
| Q4 2022 | $384,070 | +54.2% | 5,156 | +65.3% | 0.05% | +2.0% |
| Q2 2022 | $249,000 | -50.1% | 3,119 | -35.6% | 0.05% | -42.7% |
| Q1 2022 | $499,000 | -42.4% | 4,846 | -35.7% | 0.09% | -38.2% |
| Q4 2021 | $866,000 | +6.5% | 7,540 | -6.1% | 0.14% | 0.0% |
| Q3 2021 | $813,000 | – | 8,031 | – | 0.14% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $25,000 | +31.6% | 149 | +19.2% | 0.02% | +11.8% |
| Q3 2017 | $19,000 | +26.7% | 125 | +16.8% | 0.02% | +6.2% |
| Q2 2017 | $15,000 | +7.1% | 107 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $14,000 | – | 107 | – | 0.02% | – |
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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% |