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 | $99,264 | +92.7% | 946 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $51,501 | +17.4% | 473 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43,882 | +24.7% | 473 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $35,188 | +0.5% | 472 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | -7.9% | 472 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -22.4% | 471 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -9.3% | 471 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $54,000 | +12.5% | 471 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | +2.1% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +14.6% | 470 | 0.0% | 0.00% | +33.3% |
| Q1 2021 | $41,000 | +2.5% | 470 | +0.2% | 0.00% | -25.0% |
| Q4 2020 | $40,000 | +14.3% | 469 | +300.9% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | +9.4% | 117 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +33.3% | 117 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $24,000 | – | 117 | – | 0.00% | – |
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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% |