ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 823 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $818,000 | +8.6% | 5,436 | -2.4% | 0.05% | +9.5% |
Q1 2024 | $753,000 | +10.1% | 5,572 | 0.0% | 0.04% | +2.4% |
Q4 2023 | $684,000 | +16.9% | 5,572 | 0.0% | 0.04% | +7.9% |
Q3 2023 | $585,000 | -3.6% | 5,572 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $607,000 | +17.4% | 5,572 | 0.0% | 0.04% | +8.6% |
Q1 2023 | $517,000 | – | 5,572 | – | 0.04% | – |
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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% |