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 | $3,274,919 | -41.1% | 31,213 | -38.9% | 1.09% | -39.5% |
| Q2 2023 | $5,558,410 | +51.4% | 51,055 | +29.1% | 1.81% | +43.3% |
| Q1 2023 | $3,671,693 | +30.3% | 39,561 | +4.5% | 1.26% | +11.9% |
| Q4 2022 | $2,818,868 | +4.6% | 37,842 | +3.1% | 1.13% | +2.5% |
| Q3 2022 | $2,694,000 | +7.2% | 36,717 | +16.8% | 1.10% | -2.7% |
| Q2 2022 | $2,512,000 | -18.2% | 31,427 | +5.4% | 1.13% | +10.4% |
| Q1 2022 | $3,071,000 | -3.9% | 29,807 | +7.1% | 1.02% | -9.0% |
| Q4 2021 | $3,197,000 | +76.9% | 27,841 | +56.1% | 1.12% | +30.7% |
| Q3 2021 | $1,807,000 | – | 17,837 | – | 0.86% | – |
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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% |