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 | $2,733,992 | -44.2% | 26,058 | -42.1% | 0.93% | -44.4% |
| Q2 2023 | $4,899,359 | +17.1% | 45,002 | -0.2% | 1.68% | +16.5% |
| Q1 2023 | $4,184,197 | +143.0% | 45,083 | +95.0% | 1.44% | +118.4% |
| Q4 2022 | $1,722,157 | +237.0% | 23,119 | +226.0% | 0.66% | +180.4% |
| Q3 2022 | $511,000 | -45.4% | 7,091 | -24.3% | 0.24% | -47.3% |
| Q1 2022 | $936,000 | -23.3% | 9,362 | -11.9% | 0.45% | -11.0% |
| Q4 2021 | $1,221,000 | – | 10,631 | – | 0.50% | – |
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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% |