ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 343 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $210,000 | -1.4% | 1,100 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $213,000 | -0.5% | 1,100 | -8.3% | 0.06% | -4.9% |
| Q2 2018 | $214,000 | -20.4% | 1,200 | -25.0% | 0.06% | -20.8% |
| Q1 2018 | $269,000 | -8.2% | 1,600 | -11.1% | 0.08% | -8.3% |
| Q4 2017 | $293,000 | +2.8% | 1,800 | -5.3% | 0.08% | +5.0% |
| Q3 2017 | $285,000 | -21.9% | 1,900 | -27.3% | 0.08% | -20.0% |
| Q2 2017 | $365,000 | +3.4% | 2,615 | 0.0% | 0.10% | 0.0% |
| Q1 2017 | $353,000 | +12.4% | 2,615 | 0.0% | 0.10% | +6.4% |
| Q4 2016 | $314,000 | +1.0% | 2,615 | 0.0% | 0.09% | -9.6% |
| Q3 2016 | $311,000 | +13.1% | 2,615 | 0.0% | 0.10% | +13.0% |
| Q2 2016 | $275,000 | – | 2,615 | – | 0.09% | – |
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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% |