ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 582 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,934,371 | +8.1% | 26,142 | -3.0% | 0.40% | +6.1% |
| Q1 2024 | $3,639,462 | +10.0% | 26,947 | +0.0% | 0.38% | +1.9% |
| Q4 2023 | $3,307,622 | +12.5% | 26,946 | -3.8% | 0.37% | +1.9% |
| Q3 2023 | $2,939,649 | -3.7% | 28,018 | -0.0% | 0.36% | -0.3% |
| Q2 2023 | $3,051,299 | +12.2% | 28,027 | -4.4% | 0.36% | +6.5% |
| Q1 2023 | $2,720,354 | +26.4% | 29,311 | -0.1% | 0.34% | +9.3% |
| Q3 2022 | $2,153,000 | -14.5% | 29,348 | -3.7% | 0.31% | -7.4% |
| Q2 2022 | $2,519,000 | -12.1% | 30,476 | -0.6% | 0.34% | -4.5% |
| Q1 2022 | $2,866,000 | -13.6% | 30,666 | +6.2% | 0.35% | -6.9% |
| Q4 2021 | $3,316,000 | +64.6% | 28,878 | +45.1% | 0.38% | +39.5% |
| Q3 2021 | $2,015,000 | – | 19,899 | – | 0.27% | – |
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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% |