ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $735,973 | -4.3% | 7,015 | -0.7% | 0.15% | -2.0% |
| Q2 2023 | $769,124 | +13.7% | 7,065 | -3.1% | 0.15% | +3.4% |
| Q1 2023 | $676,525 | +22.9% | 7,289 | -1.4% | 0.14% | +16.0% |
| Q4 2022 | $550,399 | +25.1% | 7,389 | +23.1% | 0.12% | +23.8% |
| Q3 2022 | $440,000 | -8.3% | 6,002 | +0.0% | 0.10% | -4.7% |
| Q2 2022 | $480,000 | -55.6% | 6,001 | -42.8% | 0.11% | -45.9% |
| Q1 2022 | $1,080,000 | 0.0% | 10,483 | +11.4% | 0.20% | +2.1% |
| Q4 2021 | $1,080,000 | +11.3% | 9,410 | -1.8% | 0.19% | +3.2% |
| Q3 2021 | $970,000 | +6.7% | 9,584 | +4.8% | 0.19% | 0.0% |
| Q2 2021 | $909,000 | +27.7% | 9,143 | +12.6% | 0.19% | +12.0% |
| Q1 2021 | $712,000 | -5.3% | 8,122 | -3.6% | 0.17% | -8.3% |
| Q4 2020 | $752,000 | +6.2% | 8,421 | +258.2% | 0.18% | -8.1% |
| Q3 2020 | $708,000 | +1.6% | 2,351 | -9.1% | 0.20% | -10.9% |
| Q2 2020 | $697,000 | +32.0% | 2,585 | 0.0% | 0.22% | +5.7% |
| Q1 2020 | $528,000 | -18.5% | 2,585 | -7.2% | 0.21% | -4.6% |
| Q4 2019 | $648,000 | +7.5% | 2,787 | 0.0% | 0.22% | +4.3% |
| Q3 2019 | $603,000 | +2.9% | 2,787 | +0.0% | 0.21% | -25.3% |
| Q2 2019 | $586,000 | +6.5% | 2,786 | -3.4% | 0.28% | +4.1% |
| Q1 2019 | $550,000 | +11.1% | 2,885 | -6.7% | 0.27% | -11.2% |
| Q4 2018 | $495,000 | – | 3,093 | – | 0.30% | – |
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% |