ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 248 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $54,000 | +12.5% | 233 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $48,000 | +4.3% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $46,000 | +4.5% | 233 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $44,000 | 0.0% | 233 | -16.2% | 0.01% | -20.0% |
| Q4 2018 | $44,000 | -18.5% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $54,000 | +8.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $50,000 | +6.4% | 278 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $47,000 | +4.4% | 278 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $45,000 | -15.1% | 278 | -37.2% | 0.01% | -28.6% |
| Q4 2016 | $53,000 | -3.6% | 443 | -20.2% | 0.01% | -17.6% |
| Q3 2015 | $55,000 | -5.2% | 555 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $58,000 | 0.0% | 555 | 0.0% | 0.02% | -10.5% |
| Q1 2015 | $58,000 | 0.0% | 555 | 0.0% | 0.02% | +11.8% |
| Q4 2014 | $58,000 | – | 555 | – | 0.02% | – |
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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% |