ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,392 | +7.4% | 4,912 | +11.4% | 0.03% | +13.8% |
| Q2 2023 | $479,949 | +96.7% | 4,408 | +442.9% | 0.03% | +52.6% |
| Q3 2020 | $244,000 | -3.2% | 812 | -13.6% | 0.02% | 0.0% |
| Q2 2020 | $252,000 | +15.1% | 940 | -12.4% | 0.02% | -26.9% |
| Q1 2020 | $219,000 | -16.7% | 1,073 | -4.2% | 0.03% | +160.0% |
| Q4 2019 | $263,000 | +11.4% | 1,120 | -3.2% | 0.01% | -58.3% |
| Q3 2019 | $236,000 | +2.6% | 1,157 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $230,000 | +7.5% | 1,157 | +2.7% | 0.02% | -4.2% |
| Q1 2019 | $214,000 | +0.5% | 1,127 | -15.2% | 0.02% | -11.1% |
| Q4 2018 | $213,000 | -19.9% | 1,329 | -3.1% | 0.03% | -6.9% |
| Q3 2018 | $266,000 | -10.7% | 1,371 | -18.0% | 0.03% | +31.8% |
| Q2 2018 | $298,000 | +3.8% | 1,671 | -2.1% | 0.02% | 0.0% |
| Q1 2018 | $287,000 | +3.6% | 1,706 | +0.4% | 0.02% | 0.0% |
| Q4 2017 | $277,000 | +34.5% | 1,700 | +23.7% | 0.02% | +22.2% |
| Q3 2017 | $206,000 | – | 1,374 | – | 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% |