ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,880 | -3.6% | 2,419 | 0.0% | 0.16% | -3.6% |
| Q2 2023 | $263,438 | +17.4% | 2,419 | +0.0% | 0.17% | +15.9% |
| Q1 2023 | $224,431 | -9.5% | 2,418 | +0.5% | 0.14% | -1.4% |
| Q1 2022 | $248,000 | -10.1% | 2,405 | +0.0% | 0.15% | -6.4% |
| Q4 2021 | $276,000 | +13.6% | 2,404 | +0.1% | 0.16% | +7.5% |
| Q3 2021 | $243,000 | +1.7% | 2,402 | +0.1% | 0.15% | +0.7% |
| Q2 2021 | $239,000 | +13.8% | 2,400 | +0.1% | 0.14% | +9.0% |
| Q1 2021 | $210,000 | +0.5% | 2,398 | -2.3% | 0.13% | -3.6% |
| Q4 2020 | $209,000 | – | 2,454 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Advisory Group, Inc. | 679,991 | $131,932,000 | 9.09% |
| MONROE BANK & TRUST/MI | 75,583 | $14,665,000 | 4.52% |
| Quantitative Advantage, LLC | 71,924 | $13,955,000 | 3.88% |
| SPC Financial, Inc. | 86,317 | $16,747,000 | 3.35% |
| Pinnacle Family Advisors, LLC | 30,678 | $5,952,000 | 3.14% |
| Peachtree Investment Advisors, Inc. | 21,923 | $4,254,000 | 2.90% |
| Stillwater Capital Advisors, LLC | 59,570 | $11,558,000 | 2.40% |
| HOWARD CAPITAL MANAGEMENT | 91,136 | $17,682,000 | 2.36% |
| FIRST UNITED BANK & TRUST | 15,151 | $2,940,000 | 1.84% |
| New Potomac Partners, LLC | 9,380 | $1,820,000 | 1.69% |