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 | $441,540 | -55.6% | 4,208 | -53.9% | 0.07% | -29.8% |
| Q2 2023 | $993,803 | +22.1% | 9,128 | +4.1% | 0.10% | +13.0% |
| Q1 2023 | $814,045 | +44.3% | 8,771 | +15.8% | 0.09% | +33.3% |
| Q4 2022 | $564,262 | +164.9% | 7,575 | +184.6% | 0.07% | +146.4% |
| Q2 2022 | $213,000 | -54.0% | 2,662 | -40.7% | 0.03% | -45.1% |
| Q1 2022 | $463,000 | -36.5% | 4,491 | -29.3% | 0.05% | -34.6% |
| Q4 2021 | $729,000 | -15.3% | 6,348 | -25.3% | 0.08% | -31.6% |
| Q3 2021 | $861,000 | – | 8,501 | – | 0.11% | – |
Download | ||||||
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% |