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 | $1,946,791 | -5.9% | 18,555 | -2.3% | 0.02% | +4.3% |
| Q2 2023 | $2,067,986 | +17.3% | 18,995 | 0.0% | 0.02% | +9.5% |
| Q1 2023 | $1,762,926 | +24.6% | 18,995 | 0.0% | 0.02% | +23.5% |
| Q4 2022 | $1,414,938 | +1.5% | 18,995 | 0.0% | 0.02% | -10.5% |
| Q3 2022 | $1,394,000 | +42.1% | 18,995 | +54.9% | 0.02% | +46.2% |
| Q2 2022 | $981,000 | -13.9% | 12,265 | +10.8% | 0.01% | 0.0% |
| Q1 2022 | $1,140,000 | -10.2% | 11,065 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $1,270,000 | +11.8% | 11,065 | -1.4% | 0.01% | 0.0% |
| Q3 2021 | $1,136,000 | -48.5% | 11,217 | -8.0% | 0.01% | +7.7% |
| Q2 2021 | $2,204,000 | +126.7% | 12,190 | +9.9% | 0.01% | +8.3% |
| Q1 2021 | $972,000 | +3.1% | 11,088 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $943,000 | +12.9% | 11,088 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $835,000 | +11.6% | 2,772 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $748,000 | -10.3% | 2,772 | -70.6% | 0.01% | -43.5% |
| Q4 2013 | $834,000 | – | 9,429 | – | 0.02% | – |
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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% |