ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 695 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $661,598 | +12.2% | 4,396 | +0.7% | 0.01% | 0.0% |
| Q1 2024 | $589,673 | +8.9% | 4,366 | -1.1% | 0.01% | 0.0% |
| Q4 2023 | $541,696 | +18.3% | 4,413 | +1.1% | 0.01% | 0.0% |
| Q3 2023 | $457,871 | -3.3% | 4,364 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $473,259 | +17.8% | 4,347 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $401,682 | +28.7% | 4,328 | +3.3% | 0.01% | -12.5% |
| Q4 2022 | $312,039 | +6.1% | 4,189 | +49.3% | 0.01% | -91.9% |
| Q2 2015 | $294,000 | -22.2% | 2,805 | -22.1% | 0.10% | -26.1% |
| Q1 2015 | $378,000 | +52.4% | 3,600 | +51.3% | 0.13% | +42.6% |
| Q4 2014 | $248,000 | -17.1% | 2,380 | -19.9% | 0.09% | -26.0% |
| Q3 2014 | $299,000 | – | 2,970 | – | 0.13% | – |
Download | ||||||
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% |