ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,686 | -3.6% | 607 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $66,084 | +17.3% | 607 | 0.0% | 0.03% | +10.3% |
| Q1 2023 | $56,336 | -23.4% | 607 | -38.5% | 0.03% | -23.7% |
| Q4 2022 | $73,522 | -9.2% | 987 | -10.8% | 0.04% | -17.4% |
| Q3 2022 | $81,000 | -40.4% | 1,107 | -35.1% | 0.05% | -37.0% |
| Q2 2022 | $136,000 | -22.7% | 1,707 | 0.0% | 0.07% | -14.1% |
| Q1 2022 | $176,000 | -19.3% | 1,707 | -10.2% | 0.08% | -18.3% |
| Q4 2021 | $218,000 | +13.5% | 1,900 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $192,000 | +1.6% | 1,900 | 0.0% | 0.10% | +5.1% |
| Q2 2021 | $189,000 | +13.2% | 1,900 | 0.0% | 0.10% | +5.3% |
| Q1 2021 | $167,000 | +3.1% | 1,900 | 0.0% | 0.09% | -6.0% |
| Q4 2020 | $162,000 | – | 1,900 | – | 0.10% | – |
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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% |