ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,902 | -3.6% | 4,336 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $472,028 | +17.3% | 4,336 | +0.0% | 0.06% | +12.2% |
| Q1 2023 | $402,340 | +24.6% | 4,335 | +0.0% | 0.05% | +19.5% |
| Q4 2022 | $322,842 | -0.0% | 4,334 | -1.5% | 0.04% | -8.9% |
| Q3 2022 | $323,000 | -8.2% | 4,398 | +0.0% | 0.04% | -43.8% |
| Q2 2022 | $352,000 | -25.9% | 4,397 | -4.6% | 0.08% | +40.4% |
| Q1 2022 | $475,000 | -10.2% | 4,608 | 0.0% | 0.06% | -10.9% |
| Q4 2021 | $529,000 | +10.4% | 4,608 | -2.5% | 0.06% | 0.0% |
| Q3 2021 | $479,000 | +1.9% | 4,727 | +0.0% | 0.06% | -37.9% |
| Q2 2021 | $470,000 | +46.0% | 4,726 | +28.7% | 0.10% | +32.1% |
| Q1 2021 | $322,000 | -20.1% | 3,672 | -22.5% | 0.08% | -25.0% |
| Q4 2020 | $403,000 | +45.0% | 4,736 | +412.6% | 0.10% | +19.5% |
| Q3 2020 | $278,000 | -13.4% | 924 | -22.3% | 0.09% | -21.6% |
| Q2 2020 | $321,000 | – | 1,189 | – | 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% |