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 | $4,023,892 | -3.7% | 38,352 | -0.1% | 1.32% | -0.3% |
| Q2 2023 | $4,179,193 | +13.9% | 38,387 | -2.9% | 1.33% | +9.6% |
| Q1 2023 | $3,667,573 | +23.1% | 39,517 | -1.2% | 1.21% | +19.2% |
| Q4 2022 | $2,979,749 | -0.6% | 40,002 | -2.1% | 1.02% | -7.8% |
| Q3 2022 | $2,997,000 | -8.5% | 40,852 | -0.2% | 1.10% | 0.0% |
| Q2 2022 | $3,274,000 | -25.5% | 40,952 | -4.0% | 1.10% | -13.1% |
| Q1 2022 | $4,396,000 | -10.5% | 42,662 | -0.3% | 1.27% | -8.3% |
| Q4 2021 | $4,911,000 | +8.8% | 42,772 | -4.0% | 1.38% | +0.4% |
| Q3 2021 | $4,513,000 | -7.0% | 44,572 | -8.7% | 1.38% | -7.1% |
| Q2 2021 | $4,853,000 | +9.9% | 48,827 | -3.0% | 1.49% | +2.0% |
| Q1 2021 | $4,414,000 | -0.7% | 50,327 | -3.6% | 1.46% | -10.9% |
| Q4 2020 | $4,443,000 | +11.0% | 52,227 | +292.7% | 1.64% | -5.2% |
| Q3 2020 | $4,004,000 | +8.3% | 13,298 | -2.9% | 1.72% | -0.7% |
| Q2 2020 | $3,696,000 | +24.7% | 13,698 | -5.6% | 1.74% | +5.7% |
| Q1 2020 | $2,964,000 | -18.6% | 14,503 | -7.3% | 1.64% | +5.3% |
| Q4 2019 | $3,641,000 | – | 15,653 | – | 1.56% | – |
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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% |