ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110 | -3.5% | 1,051 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $114 | -40.0% | 1,051 | -48.8% | 0.02% | -42.9% |
| Q1 2023 | $190 | +24.2% | 2,052 | 0.0% | 0.04% | +27.3% |
| Q4 2022 | $153 | -99.9% | 2,052 | 0.0% | 0.03% | -15.4% |
| Q3 2022 | $151,000 | -7.9% | 2,052 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $164,000 | -22.3% | 2,052 | 0.0% | 0.04% | -11.1% |
| Q1 2022 | $211,000 | -10.6% | 2,052 | 0.0% | 0.04% | -10.0% |
| Q4 2021 | $236,000 | +13.5% | 2,052 | 0.0% | 0.05% | +4.2% |
| Q3 2021 | $208,000 | +35.1% | 2,052 | +300.0% | 0.05% | +4.3% |
| Q2 2021 | $154,000 | -14.4% | 513 | -75.0% | 0.05% | +9.5% |
| Q1 2021 | $180,000 | +2.9% | 2,052 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $175,000 | +13.6% | 2,052 | +300.0% | 0.04% | -6.5% |
| Q3 2020 | $154,000 | -1.9% | 513 | -12.0% | 0.05% | -8.0% |
| Q2 2020 | $157,000 | +31.9% | 583 | 0.0% | 0.05% | +25.0% |
| Q1 2020 | $119,000 | -12.5% | 583 | 0.0% | 0.04% | +2.6% |
| Q4 2019 | $136,000 | +14.3% | 583 | 0.0% | 0.04% | +5.4% |
| Q3 2019 | $119,000 | -4.8% | 583 | -7.8% | 0.04% | -7.5% |
| Q2 2019 | $125,000 | -13.8% | 632 | -17.1% | 0.04% | -16.7% |
| Q1 2019 | $145,000 | +18.9% | 762 | 0.0% | 0.05% | +9.1% |
| Q4 2018 | $122,000 | -17.6% | 762 | 0.0% | 0.04% | -4.3% |
| Q3 2018 | $148,000 | +8.8% | 762 | 0.0% | 0.05% | +2.2% |
| Q2 2018 | $136,000 | +6.2% | 762 | 0.0% | 0.04% | +12.5% |
| Q1 2018 | $128,000 | +3.2% | 762 | 0.0% | 0.04% | -2.4% |
| Q4 2017 | $124,000 | -6.1% | 762 | -13.6% | 0.04% | -10.9% |
| Q3 2017 | $132,000 | -18.0% | 882 | -23.6% | 0.05% | -22.0% |
| Q2 2017 | $161,000 | -3.0% | 1,155 | -5.7% | 0.06% | -10.6% |
| Q1 2017 | $166,000 | -99.9% | 1,225 | 0.0% | 0.07% | +3.1% |
| Q4 2016 | $147,306,000 | – | 1,225 | – | 0.06% | – |
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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% |