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 | $398,324 | -2.4% | 3,796 | +1.2% | 0.02% | -5.3% |
| Q2 2023 | $408,312 | +19.4% | 3,750 | +1.8% | 0.02% | +18.8% |
| Q1 2023 | $341,927 | +25.1% | 3,684 | +0.4% | 0.02% | +6.7% |
| Q4 2022 | $273,426 | +19.9% | 3,671 | +18.1% | 0.02% | 0.0% |
| Q3 2022 | $228,000 | -7.7% | 3,108 | +0.8% | 0.02% | -6.2% |
| Q2 2022 | $247,000 | -23.1% | 3,084 | -0.9% | 0.02% | 0.0% |
| Q1 2022 | $321,000 | -12.5% | 3,111 | -2.7% | 0.02% | -20.0% |
| Q4 2021 | $367,000 | +13.3% | 3,196 | +0.0% | 0.02% | +5.3% |
| Q3 2021 | $324,000 | +5.9% | 3,195 | +3.7% | 0.02% | 0.0% |
| Q2 2021 | $306,000 | +12.9% | 3,082 | -0.3% | 0.02% | +46.2% |
| Q1 2021 | $271,000 | +23.7% | 3,092 | +20.2% | 0.01% | +18.2% |
| Q4 2020 | $219,000 | -42.5% | 2,572 | +103.3% | 0.01% | -66.7% |
| Q3 2020 | $381,000 | +8.5% | 1,265 | -2.6% | 0.03% | +3.1% |
| Q2 2020 | $351,000 | +25.4% | 1,299 | +0.1% | 0.03% | +6.7% |
| Q1 2020 | $280,000 | -7.0% | 1,298 | +0.2% | 0.03% | +3.4% |
| Q4 2019 | $301,000 | +20.4% | 1,296 | +6.0% | 0.03% | +3.6% |
| Q3 2019 | $250,000 | +2.0% | 1,223 | -1.2% | 0.03% | 0.0% |
| Q2 2019 | $245,000 | +16.7% | 1,238 | +12.2% | 0.03% | +7.7% |
| Q1 2019 | $210,000 | +101.9% | 1,103 | +69.4% | 0.03% | +73.3% |
| Q4 2018 | $104,000 | -14.8% | 651 | -5.5% | 0.02% | -6.2% |
| Q3 2018 | $122,000 | -6.2% | 689 | 0.0% | 0.02% | -11.1% |
| Q2 2018 | $130,000 | +400.0% | 689 | +350.3% | 0.02% | +350.0% |
| Q1 2018 | $26,000 | +52.9% | 153 | +48.5% | 0.00% | +33.3% |
| Q4 2017 | $17,000 | +70.0% | 103 | +58.5% | 0.00% | +50.0% |
| Q3 2017 | $10,000 | – | 65 | – | 0.00% | – |
Download | ||||||
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% |