ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $323,000 | -8.2% | 4,400 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $352,000 | -22.3% | 4,400 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $453,000 | -7.4% | 4,400 | +3.2% | 0.03% | -3.7% |
| Q4 2021 | $489,000 | +13.2% | 4,263 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $432,000 | +8.5% | 4,263 | +6.6% | 0.03% | +12.5% |
| Q2 2021 | $398,000 | +13.4% | 4,000 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $351,000 | -32.0% | 4,000 | -34.2% | 0.03% | -22.9% |
| Q4 2020 | $516,000 | +14.2% | 6,076 | +305.1% | 0.04% | -12.5% |
| Q3 2020 | $452,000 | +11.6% | 1,500 | 0.0% | 0.04% | +5.3% |
| Q2 2020 | $405,000 | +31.9% | 1,500 | 0.0% | 0.04% | +11.8% |
| Q1 2020 | $307,000 | -12.0% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $349,000 | +14.1% | 1,500 | 0.0% | 0.03% | +6.2% |
| Q3 2019 | $306,000 | +3.0% | 1,500 | 0.0% | 0.03% | -3.0% |
| Q2 2019 | $297,000 | +3.8% | 1,500 | 0.0% | 0.03% | -8.3% |
| Q1 2019 | $286,000 | +19.2% | 1,500 | 0.0% | 0.04% | +5.9% |
| Q4 2018 | $240,000 | -17.5% | 1,500 | 0.0% | 0.03% | -5.6% |
| Q3 2018 | $291,000 | +9.0% | 1,500 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $267,000 | +6.0% | 1,500 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $252,000 | +3.3% | 1,500 | 0.0% | 0.04% | +2.9% |
| Q4 2017 | $244,000 | +62.7% | 1,500 | +50.0% | 0.03% | +54.5% |
| Q3 2017 | $150,000 | – | 1,000 | – | 0.02% | – |
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% |