ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,200,022 | -2.9% | 11,437 | +0.8% | 0.40% | -0.2% |
Q2 2023 | $1,235,729 | +18.6% | 11,350 | +1.1% | 0.41% | +16.3% |
Q1 2023 | $1,041,905 | -63.8% | 11,226 | -71.0% | 0.35% | -67.7% |
Q4 2022 | $2,878,873 | -14.4% | 38,648 | -15.7% | 1.08% | -18.8% |
Q3 2022 | $3,364,000 | +28.4% | 45,853 | +39.9% | 1.33% | +29.7% |
Q2 2022 | $2,620,000 | +14.8% | 32,774 | +47.9% | 1.03% | +52.8% |
Q1 2022 | $2,283,000 | -10.2% | 22,155 | +0.1% | 0.67% | -2.0% |
Q4 2021 | $2,541,000 | +19.1% | 22,132 | +5.0% | 0.69% | +23.8% |
Q3 2021 | $2,134,000 | +0.4% | 21,077 | -1.4% | 0.55% | +1.3% |
Q2 2021 | $2,125,000 | +17.9% | 21,377 | +4.0% | 0.55% | +13.7% |
Q1 2021 | $1,803,000 | -0.4% | 20,563 | -3.4% | 0.48% | -1.6% |
Q4 2020 | $1,810,000 | – | 21,276 | – | 0.49% | – |
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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% |