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 | $2,026,986 | -49.5% | 19,303 | -47.7% | 0.85% | -48.0% |
| Q2 2023 | $4,016,435 | +16.8% | 36,892 | -0.4% | 1.64% | +12.2% |
| Q1 2023 | $3,438,230 | +158270.8% | 37,046 | +27.1% | 1.46% | +50.1% |
| Q4 2022 | $2,171 | -85.5% | 29,139 | +14397.0% | 0.97% | +13800.0% |
| Q3 2022 | $15,000 | -6.2% | 201 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -23.8% | 201 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $21,000 | -8.7% | 201 | -25.0% | 0.01% | -20.0% |
| Q4 2020 | $23,000 | +15.0% | 268 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | +11.1% | 67 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +63.6% | 67 | +24.1% | 0.01% | +42.9% |
| Q1 2020 | $11,000 | – | 54 | – | 0.01% | – |
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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% |