ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $936,042 | -30.4% | 8,921 | -27.7% | 0.22% | -32.4% |
| Q2 2023 | $1,344,270 | +24.2% | 12,347 | +5.8% | 0.33% | +14.0% |
| Q1 2023 | $1,082,642 | +27.9% | 11,665 | +2.7% | 0.29% | +13.2% |
| Q4 2022 | $846,396 | +277.9% | 11,363 | +481.2% | 0.26% | +203.5% |
| Q4 2021 | $224,000 | -97.4% | 1,955 | -97.7% | 0.08% | -95.3% |
| Q3 2021 | $8,706,000 | – | 85,976 | – | 1.81% | – |
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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% |