ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 329 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $275,000 | +11.8% | 912 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | +11.3% | 912 | -4.0% | 0.00% | 0.0% |
| Q4 2019 | $221,000 | -18.1% | 950 | -33.0% | 0.00% | -33.3% |
| Q1 2019 | $270,000 | +18.9% | 1,418 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $227,000 | -12.7% | 1,418 | +5.8% | 0.00% | 0.0% |
| Q3 2018 | $260,000 | +8.8% | 1,340 | 0.0% | 0.00% | +50.0% |
| Q2 2018 | $239,000 | -89.2% | 1,340 | -89.8% | 0.00% | -91.7% |
| Q1 2018 | $2,216,000 | +880.5% | 13,172 | +847.6% | 0.02% | +700.0% |
| Q4 2017 | $226,000 | -72.5% | 1,390 | -74.6% | 0.00% | -72.7% |
| Q3 2017 | $821,000 | +145.1% | 5,474 | +128.1% | 0.01% | +120.0% |
| Q2 2017 | $335,000 | -64.6% | 2,400 | -65.7% | 0.01% | -61.5% |
| Q1 2017 | $946,000 | -12.6% | 7,000 | -22.2% | 0.01% | -31.6% |
| Q4 2016 | $1,082,000 | -52.1% | 9,000 | -52.6% | 0.02% | -53.7% |
| Q3 2016 | $2,261,000 | – | 19,000 | – | 0.04% | – |
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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% |