ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 567 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $19,640 | +17.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $16,788 | -22.9% | 160 | -20.0% | 0.00% | -20.0% |
| Q2 2023 | $21,774 | +17.3% | 200 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $18,562 | +24.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,898 | -0.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -23.8% | 200 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $21,000 | -8.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +15.0% | 200 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $20,000 | -33.3% | 200 | -33.3% | 0.00% | -33.3% |
| Q2 2021 | $30,000 | +15.4% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $26,000 | -13.3% | 300 | +200.0% | 0.01% | -33.3% |
| Q3 2020 | $30,000 | -3.2% | 100 | -13.8% | 0.01% | -18.2% |
| Q2 2020 | $31,000 | +29.2% | 116 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $24,000 | -11.1% | 116 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $27,000 | +12.5% | 116 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | – | 116 | – | 0.01% | – |
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% |