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 | $8,302,819 | -3.5% | 78,205 | -1.0% | 0.01% | -18.8% |
Q2 2023 | $8,600,954 | +15.1% | 78,959 | -1.7% | 0.02% | -11.1% |
Q1 2023 | $7,474,183 | +21.9% | 80,327 | -2.4% | 0.02% | +12.5% |
Q4 2022 | $6,131,550 | +7.7% | 82,280 | +6.0% | 0.02% | -48.4% |
Q3 2022 | $5,693,000 | -10.4% | 77,617 | -2.1% | 0.03% | +6.9% |
Q2 2022 | $6,353,000 | -22.5% | 79,254 | -0.5% | 0.03% | +20.8% |
Q1 2022 | $8,194,000 | -12.9% | 79,617 | -2.9% | 0.02% | -25.0% |
Q4 2021 | $9,409,000 | – | 81,989 | – | 0.03% | – |
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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% |