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 | $205,013 | -3.6% | 1,954 | 0.0% | 0.13% | +3.1% |
| Q2 2023 | $212,731 | -20.3% | 1,954 | -41.5% | 0.13% | -21.2% |
| Q2 2022 | $267,000 | -22.4% | 3,343 | 0.0% | 0.16% | -4.6% |
| Q1 2022 | $344,000 | -10.4% | 3,343 | 0.0% | 0.17% | -8.5% |
| Q4 2021 | $384,000 | +13.3% | 3,343 | 0.0% | 0.19% | +5.0% |
| Q3 2021 | $339,000 | +1.8% | 3,343 | 0.0% | 0.18% | +2.9% |
| Q2 2021 | $333,000 | +13.7% | 3,343 | 0.0% | 0.18% | +10.1% |
| Q1 2021 | $293,000 | -33.6% | 3,343 | -35.5% | 0.16% | -38.8% |
| Q4 2020 | $441,000 | +13.1% | 5,184 | +300.0% | 0.26% | -1.9% |
| Q3 2020 | $390,000 | +11.4% | 1,296 | 0.0% | 0.26% | +7.3% |
| Q2 2020 | $350,000 | +32.6% | 1,296 | 0.0% | 0.25% | +13.3% |
| Q1 2020 | $264,000 | -12.3% | 1,296 | 0.0% | 0.22% | +17.8% |
| Q4 2019 | $301,000 | +14.0% | 1,296 | 0.0% | 0.18% | +8.8% |
| Q3 2019 | $264,000 | +2.7% | 1,296 | 0.0% | 0.17% | +4.9% |
| Q2 2019 | $257,000 | -0.4% | 1,296 | -4.4% | 0.16% | -0.6% |
| Q1 2019 | $258,000 | +3.6% | 1,356 | -12.9% | 0.16% | -2.4% |
| Q4 2018 | $249,000 | -17.5% | 1,556 | 0.0% | 0.17% | -4.0% |
| Q3 2018 | $302,000 | +9.0% | 1,556 | 0.0% | 0.17% | +8.1% |
| Q2 2018 | $277,000 | +6.1% | 1,556 | 0.0% | 0.16% | +4.5% |
| Q1 2018 | $261,000 | +3.2% | 1,556 | 0.0% | 0.15% | +6.2% |
| Q4 2017 | $253,000 | +8.6% | 1,556 | 0.0% | 0.14% | +14.2% |
| Q3 2017 | $233,000 | +7.4% | 1,556 | 0.0% | 0.13% | +5.0% |
| Q2 2017 | $217,000 | -8.8% | 1,556 | -11.9% | 0.12% | -9.7% |
| Q1 2017 | $238,000 | +12.3% | 1,766 | 0.0% | 0.13% | +9.8% |
| Q4 2016 | $212,000 | -16.2% | 1,766 | -17.0% | 0.12% | -22.3% |
| Q3 2016 | $253,000 | +12.9% | 2,128 | 0.0% | 0.16% | +11.3% |
| Q2 2016 | $224,000 | -17.9% | 2,128 | -15.4% | 0.14% | -19.4% |
| Q1 2016 | $273,000 | -41.5% | 2,515 | -42.4% | 0.18% | -36.8% |
| Q4 2015 | $467,000 | – | 4,368 | – | 0.28% | – |
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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% |