ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $640,012 | -3.6% | 6,100 | 0.0% | 0.15% | -4.3% |
| Q2 2023 | $664,107 | +11.9% | 6,100 | -4.7% | 0.16% | +2.5% |
| Q1 2023 | $593,728 | +24.5% | 6,400 | 0.0% | 0.16% | +6.1% |
| Q4 2022 | $476,736 | -4.7% | 6,400 | 0.0% | 0.15% | -5.1% |
| Q3 2022 | $500,000 | -9.9% | 6,400 | -7.8% | 0.16% | -9.3% |
| Q2 2022 | $555,000 | -22.4% | 6,940 | 0.0% | 0.17% | -4.4% |
| Q1 2022 | $715,000 | -10.3% | 6,940 | 0.0% | 0.18% | -1.1% |
| Q4 2021 | $797,000 | +13.4% | 6,940 | 0.0% | 0.18% | +6.4% |
| Q3 2021 | $703,000 | +1.9% | 6,940 | 0.0% | 0.17% | +4.3% |
| Q2 2021 | $690,000 | +13.3% | 6,940 | 0.0% | 0.16% | +2.5% |
| Q1 2021 | $609,000 | +73.0% | 6,940 | +67.6% | 0.16% | +44.1% |
| Q4 2020 | $352,000 | – | 4,140 | – | 0.11% | – |
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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% |