ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $416 | -3.5% | 3,963 | 0.0% | 0.02% | -6.2% |
Q2 2023 | $431 | +17.1% | 3,963 | 0.0% | 0.02% | +14.3% |
Q1 2023 | $368 | +24.7% | 3,963 | 0.0% | 0.01% | +16.7% |
Q4 2022 | $295 | -99.9% | 3,963 | -0.6% | 0.01% | -14.3% |
Q3 2022 | $292,000 | -31.1% | 3,986 | -24.8% | 0.01% | -26.3% |
Q2 2022 | $424,000 | -3.9% | 5,301 | +23.8% | 0.02% | 0.0% |
Q1 2022 | $441,000 | -10.4% | 4,283 | 0.0% | 0.02% | -9.5% |
Q4 2021 | $492,000 | +13.4% | 4,283 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $434,000 | +1.9% | 4,283 | 0.0% | 0.02% | +5.0% |
Q2 2021 | $426,000 | +29.5% | 4,283 | +14.3% | 0.02% | +11.1% |
Q1 2021 | $329,000 | +37.7% | 3,747 | +33.2% | 0.02% | +20.0% |
Q4 2020 | $239,000 | -12.5% | 2,813 | +8.2% | 0.02% | -70.6% |
Q1 2015 | $273,000 | +0.7% | 2,600 | 0.0% | 0.05% | -28.2% |
Q4 2014 | $271,000 | – | 2,600 | – | 0.07% | – |
Download |
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% |