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 | $3,327,957 | +559.7% | 31,719 | +574.9% | 0.00% | +200.0% |
| Q2 2023 | $504,451 | +40845.7% | 4,700 | -65.2% | 0.00% | 0.0% |
| Q1 2023 | $1,232 | -100.0% | 13,500 | -78.2% | 0.00% | -87.5% |
| Q3 2022 | $4,619,000 | +1334.5% | 61,838 | +1459.2% | 0.01% | +700.0% |
| Q2 2022 | $322,000 | -25.1% | 3,966 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $430,000 | -65.0% | 4,100 | -61.5% | 0.00% | 0.0% |
| Q4 2021 | $1,230,000 | +65.5% | 10,637 | +45.6% | 0.00% | 0.0% |
| Q3 2021 | $743,000 | -66.2% | 7,307 | -34.2% | 0.00% | -83.3% |
| Q2 2019 | $2,197,000 | +453.4% | 11,100 | +344.0% | 0.01% | +500.0% |
| Q4 2018 | $397,000 | -70.1% | 2,500 | -68.4% | 0.00% | -66.7% |
| Q2 2018 | $1,329,000 | 0.0% | 7,900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,329,000 | -7.1% | 7,900 | -22.7% | 0.00% | -57.1% |
| Q2 2017 | $1,430,000 | -18.6% | 10,225 | -21.3% | 0.01% | -30.0% |
| Q1 2017 | $1,756,000 | +4.5% | 12,986 | -8.5% | 0.01% | +25.0% |
| Q3 2016 | $1,681,000 | – | 14,200 | – | 0.01% | – |
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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% |