ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,363 | -42.1% | 4,769 | -40.0% | 0.01% | -43.5% |
| Q2 2023 | $864,754 | +17.6% | 7,943 | +0.2% | 0.02% | +9.5% |
| Q1 2023 | $735,519 | +209449.6% | 7,925 | +68.2% | 0.02% | +110.0% |
| Q4 2022 | $351 | -99.5% | 4,711 | +380.7% | 0.01% | +400.0% |
| Q3 2022 | $72,000 | -7.7% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $78,000 | -22.8% | 980 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $101,000 | -10.6% | 980 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $113,000 | +14.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $99,000 | +2.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $97,000 | +12.8% | 980 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $86,000 | +19.4% | 980 | +15.0% | 0.00% | 0.0% |
| Q4 2020 | $72,000 | +12.5% | 852 | +300.0% | 0.00% | -33.3% |
| Q3 2020 | $64,000 | +12.3% | 213 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $57,000 | +29.5% | 213 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | -12.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $50,000 | +22.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $41,000 | – | 213 | +21200.0% | 0.00% | – |
| Q4 2016 | $0 | – | 1 | – | 0.00% | – |
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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% |