ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,608,740 | -4.0% | 15,333 | -0.4% | 0.81% | +6.7% |
| Q2 2023 | $1,676,491 | +21.7% | 15,399 | +3.8% | 0.76% | +12.3% |
| Q1 2023 | $1,377,357 | +38.6% | 14,841 | +11.3% | 0.67% | +11.4% |
| Q4 2022 | $993,548 | +4.7% | 13,338 | +3.2% | 0.60% | -4.6% |
| Q3 2022 | $949,000 | -8.0% | 12,929 | +0.1% | 0.63% | -25.4% |
| Q2 2022 | $1,032,000 | -22.3% | 12,911 | +0.1% | 0.85% | -10.3% |
| Q1 2022 | $1,329,000 | -31.1% | 12,901 | -23.2% | 0.94% | -9.1% |
| Q4 2021 | $1,928,000 | +13.3% | 16,794 | 0.0% | 1.04% | +8.0% |
| Q3 2021 | $1,701,000 | +0.5% | 16,794 | -1.3% | 0.96% | -14.2% |
| Q2 2021 | $1,692,000 | – | 17,023 | – | 1.12% | – |
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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% |