ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,870,995 | -3.6% | 36,895 | -0.0% | 0.46% | -0.2% |
| Q2 2023 | $4,017,578 | +17.4% | 36,903 | +0.0% | 0.46% | -9.7% |
| Q1 2023 | $3,423,299 | +25.5% | 36,885 | +0.7% | 0.51% | +17.1% |
| Q4 2022 | $2,727,950 | +2.1% | 36,622 | +0.6% | 0.43% | -30.3% |
| Q3 2022 | $2,672,000 | -8.6% | 36,419 | -0.4% | 0.62% | -18.6% |
| Q2 2022 | $2,923,000 | -22.4% | 36,563 | +0.1% | 0.76% | -6.2% |
| Q1 2022 | $3,765,000 | +1.2% | 36,544 | +12.7% | 0.81% | +1.6% |
| Q4 2021 | $3,722,000 | +13.5% | 32,416 | +0.1% | 0.80% | +22.2% |
| Q3 2021 | $3,279,000 | +3.8% | 32,384 | +1.9% | 0.65% | -10.3% |
| Q2 2021 | $3,159,000 | +12.7% | 31,785 | -0.5% | 0.73% | -3.1% |
| Q1 2021 | $2,803,000 | +1.8% | 31,960 | -1.3% | 0.75% | -15.1% |
| Q4 2020 | $2,754,000 | +13.3% | 32,365 | +300.8% | 0.89% | -7.6% |
| Q3 2020 | $2,431,000 | +7.4% | 8,075 | -3.7% | 0.96% | -8.9% |
| Q2 2020 | $2,263,000 | +27.7% | 8,389 | -3.1% | 1.05% | +7.1% |
| Q1 2020 | $1,772,000 | -14.8% | 8,658 | -3.3% | 0.98% | -1.2% |
| Q4 2019 | $2,081,000 | – | 8,949 | – | 1.00% | – |
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% |