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 | $1,153,293 | -33.3% | 10,992 | -30.8% | 0.08% | -37.7% |
| Q2 2023 | $1,728,220 | +61.4% | 15,874 | +37.6% | 0.12% | +48.8% |
| Q1 2023 | $1,070,478 | +114.5% | 11,534 | +72.2% | 0.08% | +95.2% |
| Q4 2022 | $499,074 | +82.1% | 6,699 | +95.2% | 0.04% | +68.0% |
| Q2 2022 | $274,000 | -72.2% | 3,431 | -64.1% | 0.02% | -68.8% |
| Q1 2022 | $984,000 | -32.7% | 9,552 | -25.0% | 0.08% | -23.8% |
| Q4 2021 | $1,463,000 | -11.2% | 12,743 | -21.7% | 0.10% | -25.5% |
| Q3 2021 | $1,648,000 | +164700.0% | 16,277 | +406825.0% | 0.14% | +14000.0% |
| Q1 2020 | $1,000 | – | 4 | – | 0.00% | – |
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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% |