ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 143 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $625,000 | -0.3% | 5,972 | 0.0% | 0.13% | -0.8% |
| Q1 2015 | $627,000 | +2.8% | 5,972 | +2.1% | 0.13% | +1.6% |
| Q4 2014 | $610,000 | +3.2% | 5,847 | -0.2% | 0.13% | +0.8% |
| Q3 2014 | $591,000 | +3.3% | 5,861 | -0.7% | 0.13% | +4.9% |
| Q2 2014 | $572,000 | +6.3% | 5,903 | 0.0% | 0.12% | +2.5% |
| Q1 2014 | $538,000 | +0.9% | 5,903 | -2.0% | 0.12% | -7.0% |
| Q4 2013 | $533,000 | +3.9% | 6,024 | -7.5% | 0.13% | -5.2% |
| Q3 2013 | $513,000 | +6.9% | 6,514 | 0.0% | 0.14% | +0.7% |
| Q2 2013 | $480,000 | – | 6,514 | – | 0.13% | – |
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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% |