ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 389 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $495,461 | +11.4% | 3,292 | 0.0% | 0.02% | +14.3% |
| Q1 2024 | $444,630 | +10.8% | 3,292 | +0.7% | 0.01% | -6.7% |
| Q4 2023 | $401,147 | -16.3% | 3,268 | -28.5% | 0.02% | -25.0% |
| Q3 2023 | $479,275 | -3.6% | 4,568 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $497,318 | +17.3% | 4,568 | 0.0% | 0.02% | +17.6% |
| Q1 2023 | $423,956 | +24.6% | 4,568 | 0.0% | 0.02% | +21.4% |
| Q4 2022 | $340,270 | +1.6% | 4,568 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $335,000 | -8.2% | 4,568 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $365,000 | -22.5% | 4,568 | 0.0% | 0.02% | -15.8% |
| Q1 2022 | $471,000 | -21.4% | 4,568 | -12.5% | 0.02% | -24.0% |
| Q4 2021 | $599,000 | +13.2% | 5,220 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $529,000 | +1.9% | 5,220 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $519,000 | +13.3% | 5,220 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $458,000 | +3.2% | 5,220 | 0.0% | 0.02% | +4.3% |
| Q4 2020 | $444,000 | +13.0% | 5,220 | +300.0% | 0.02% | +9.5% |
| Q3 2020 | $393,000 | +11.6% | 1,305 | 0.0% | 0.02% | +5.0% |
| Q2 2020 | $352,000 | +31.8% | 1,305 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $267,000 | -12.2% | 1,305 | 0.0% | 0.02% | +5.6% |
| Q4 2019 | $304,000 | +14.3% | 1,305 | 0.0% | 0.02% | +12.5% |
| Q3 2019 | $266,000 | +1.1% | 1,305 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $263,000 | +5.6% | 1,305 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $249,000 | -11.1% | 1,305 | -25.4% | 0.02% | -19.0% |
| Q4 2018 | $280,000 | -17.4% | 1,750 | +0.1% | 0.02% | -22.2% |
| Q3 2018 | $339,000 | +8.7% | 1,748 | +0.1% | 0.03% | -3.6% |
| Q2 2018 | $312,000 | +9.9% | 1,747 | +3.6% | 0.03% | +16.7% |
| Q1 2018 | $284,000 | +40.6% | 1,687 | +0.5% | 0.02% | +9.1% |
| Q4 2016 | $202,000 | – | 1,678 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Advisory Group, Inc. | 426,406 | $84,382,000 | 5.84% |
| MONROE BANK & TRUST/MI | 73,780 | $14,600,000 | 4.89% |
| Quantitative Advantage, LLC | 64,686 | $12,801,000 | 3.55% |
| SPC Financial, Inc. | 86,610 | $17,139,000 | 3.45% |
| Fulcrum Equity Management | 24,878 | $4,971,000 | 2.37% |
| New Potomac Partners, LLC | 10,047 | $1,988,000 | 2.02% |
| WealthBridge Capital Management, LLC | 13,625 | $2,179,000 | 1.99% |
| Stillwater Capital Advisors, LLC | 39,392 | $7,795,000 | 1.93% |
| HOWARD CAPITAL MANAGEMENT | 69,665 | $13,786,000 | 1.88% |
| FIRST UNITED BANK & TRUST | 12,344 | $2,443,000 | 1.44% |