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 | $235,126 | -18.3% | 2,241 | -15.2% | 0.05% | -14.8% |
| Q2 2023 | $287,635 | +72.6% | 2,642 | +47.1% | 0.05% | +58.8% |
| Q1 2023 | $166,687 | +60.4% | 1,796 | +28.7% | 0.03% | +41.7% |
| Q4 2022 | $103,914 | -3.8% | 1,395 | -5.6% | 0.02% | -14.3% |
| Q3 2022 | $108,000 | -8.5% | 1,477 | 0.0% | 0.03% | -6.7% |
| Q2 2022 | $118,000 | -22.4% | 1,477 | 0.0% | 0.03% | -16.7% |
| Q1 2022 | $152,000 | -10.6% | 1,477 | 0.0% | 0.04% | -12.2% |
| Q4 2021 | $170,000 | +13.3% | 1,477 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $150,000 | -19.4% | 1,477 | -21.1% | 0.04% | -19.6% |
| Q2 2021 | $186,000 | +15.5% | 1,871 | +1.9% | 0.05% | +2.0% |
| Q1 2021 | $161,000 | +26.8% | 1,836 | +23.1% | 0.05% | +13.6% |
| Q4 2020 | $127,000 | +13.4% | 1,492 | +300.0% | 0.04% | -2.2% |
| Q3 2020 | $112,000 | +10.9% | 373 | 0.0% | 0.04% | +7.1% |
| Q2 2020 | $101,000 | +62.9% | 373 | +22.3% | 0.04% | +40.0% |
| Q1 2020 | $62,000 | – | 305 | – | 0.03% | – |
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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% |