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 | $635,571 | +10.1% | 6,058 | +14.3% | 0.09% | +20.3% |
| Q2 2023 | $577,084 | +17.5% | 5,301 | +0.1% | 0.07% | +10.4% |
| Q1 2023 | $491,300 | +35.8% | 5,294 | +9.0% | 0.07% | +26.4% |
| Q4 2022 | $361,690 | +2.5% | 4,856 | +0.9% | 0.05% | +1.9% |
| Q3 2022 | $353,000 | +6.0% | 4,811 | +15.4% | 0.05% | +18.2% |
| Q2 2022 | $333,000 | -64.3% | 4,169 | -54.0% | 0.04% | -54.2% |
| Q1 2022 | $934,000 | +28.5% | 9,071 | +43.3% | 0.10% | +37.1% |
| Q4 2021 | $727,000 | +47.5% | 6,330 | +30.1% | 0.07% | +29.6% |
| Q3 2021 | $493,000 | +2.7% | 4,866 | +0.8% | 0.05% | -1.8% |
| Q2 2021 | $480,000 | -28.4% | 4,828 | -36.8% | 0.06% | -36.8% |
| Q1 2021 | $670,000 | +2.3% | 7,638 | -0.8% | 0.09% | -7.4% |
| Q4 2020 | $655,000 | +6.2% | 7,702 | +275.5% | 0.09% | -14.5% |
| Q3 2020 | $617,000 | +12.6% | 2,051 | +1.1% | 0.11% | +2.8% |
| Q2 2020 | $548,000 | +26.3% | 2,029 | -4.4% | 0.11% | +7.0% |
| Q1 2020 | $434,000 | -18.4% | 2,122 | -7.3% | 0.10% | +5.3% |
| Q4 2019 | $532,000 | +28.8% | 2,288 | +13.1% | 0.10% | +11.8% |
| Q3 2019 | $413,000 | -9.4% | 2,023 | -12.2% | 0.08% | -18.3% |
| Q2 2019 | $456,000 | +5.6% | 2,305 | +1.8% | 0.10% | -3.7% |
| Q1 2019 | $432,000 | -0.9% | 2,265 | -16.9% | 0.11% | -15.0% |
| Q4 2018 | $436,000 | -24.6% | 2,725 | -8.5% | 0.13% | -14.8% |
| Q3 2018 | $578,000 | +9.9% | 2,979 | +0.9% | 0.15% | +1.4% |
| Q2 2018 | $526,000 | -11.9% | 2,952 | -16.8% | 0.15% | -2.0% |
| Q1 2018 | $597,000 | -35.0% | 3,550 | -37.1% | 0.15% | -35.3% |
| Q4 2017 | $918,000 | -24.6% | 5,640 | -30.6% | 0.23% | -42.6% |
| Q3 2017 | $1,218,000 | +43.3% | 8,125 | +33.6% | 0.40% | +50.7% |
| Q2 2017 | $850,000 | +1.4% | 6,081 | -1.9% | 0.27% | -17.8% |
| Q1 2017 | $838,000 | +250.6% | 6,200 | +212.5% | 0.33% | +186.0% |
| Q4 2016 | $239,000 | -56.8% | 1,984 | -61.1% | 0.11% | -67.1% |
| Q1 2016 | $553,000 | +49.1% | 5,098 | +47.2% | 0.35% | +41.2% |
| Q4 2015 | $371,000 | – | 3,463 | – | 0.24% | – |
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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% |