ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,086,237 | -0.7% | 10,353 | +3.1% | 0.06% | -1.8% |
| Q2 2023 | $1,093,490 | +22.6% | 10,044 | +4.5% | 0.06% | +5.6% |
| Q1 2023 | $892,183 | +11.3% | 9,613 | -10.7% | 0.05% | +10.2% |
| Q4 2022 | $801,661 | +1.6% | 10,762 | 0.0% | 0.05% | -9.3% |
| Q3 2022 | $789,000 | -28.8% | 10,762 | -22.4% | 0.05% | -1.8% |
| Q2 2022 | $1,108,000 | -25.1% | 13,869 | -3.5% | 0.06% | -14.1% |
| Q1 2022 | $1,480,000 | -35.6% | 14,367 | -28.2% | 0.06% | -26.4% |
| Q4 2021 | $2,298,000 | +11.3% | 20,015 | -0.6% | 0.09% | +10.1% |
| Q3 2021 | $2,064,000 | -1.4% | 20,129 | -3.1% | 0.08% | -3.7% |
| Q2 2021 | $2,093,000 | +5.2% | 20,772 | -2.9% | 0.08% | +46.4% |
| Q1 2021 | $1,990,000 | +4.6% | 21,391 | -2.6% | 0.06% | -26.3% |
| Q4 2020 | $1,903,000 | +5.1% | 21,953 | +257.0% | 0.08% | -19.1% |
| Q3 2020 | $1,810,000 | +16.8% | 6,150 | +4.4% | 0.09% | +9.3% |
| Q2 2020 | $1,549,000 | +50.0% | 5,888 | +13.4% | 0.09% | +24.6% |
| Q1 2020 | $1,033,000 | -8.8% | 5,191 | +7.0% | 0.07% | +15.0% |
| Q4 2019 | $1,133,000 | +17.0% | 4,850 | +1.4% | 0.06% | +3.4% |
| Q3 2019 | $968,000 | -0.9% | 4,785 | -3.1% | 0.06% | -4.9% |
| Q2 2019 | $977,000 | +2.3% | 4,938 | -1.5% | 0.06% | -3.2% |
| Q1 2019 | $955,000 | +12.5% | 5,011 | -6.3% | 0.06% | 0.0% |
| Q4 2018 | $849,000 | -19.9% | 5,349 | -2.2% | 0.06% | -11.3% |
| Q3 2018 | $1,060,000 | +12.6% | 5,468 | +3.5% | 0.07% | -2.7% |
| Q2 2018 | $941,000 | +3.6% | 5,282 | -2.2% | 0.07% | -7.6% |
| Q1 2018 | $908,000 | -47.6% | 5,399 | -49.3% | 0.08% | -49.0% |
| Q4 2017 | $1,733,000 | +140.4% | 10,650 | +121.3% | 0.16% | +115.3% |
| Q3 2017 | $721,000 | +11.3% | 4,813 | +3.7% | 0.07% | +9.1% |
| Q2 2017 | $648,000 | +6.8% | 4,643 | +2.6% | 0.07% | +4.8% |
| Q1 2017 | $607,000 | -52.8% | 4,526 | -57.7% | 0.06% | -62.9% |
| Q4 2016 | $1,285,000 | +11.7% | 10,693 | +10.6% | 0.17% | +9.7% |
| Q3 2016 | $1,150,000 | +131.4% | 9,668 | +104.7% | 0.16% | +115.3% |
| Q2 2016 | $497,000 | -3.7% | 4,722 | 0.0% | 0.07% | -8.9% |
| Q1 2016 | $516,000 | – | 4,722 | – | 0.08% | – |
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% |