ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 202 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $356,000 | +6.6% | 3,323 | -1.7% | 0.31% | +17.1% |
| Q3 2015 | $334,000 | -9.7% | 3,380 | -4.5% | 0.26% | -5.7% |
| Q2 2015 | $370,000 | -0.3% | 3,538 | 0.0% | 0.28% | +6.5% |
| Q1 2015 | $371,000 | +0.5% | 3,538 | 0.0% | 0.26% | +3.1% |
| Q4 2014 | $369,000 | +0.8% | 3,538 | -2.6% | 0.25% | -0.8% |
| Q3 2014 | $366,000 | -2.9% | 3,632 | -6.8% | 0.26% | -3.4% |
| Q2 2014 | $377,000 | +3.9% | 3,896 | -2.4% | 0.26% | -0.7% |
| Q1 2014 | $363,000 | +2.5% | 3,990 | -0.3% | 0.27% | +4.7% |
| Q4 2013 | $354,000 | -44.0% | 4,004 | -50.0% | 0.26% | +26.2% |
| Q3 2013 | $632,000 | +114.2% | 8,008 | +100.0% | 0.20% | -3.3% |
| Q2 2013 | $295,000 | – | 4,004 | – | 0.21% | – |
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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% |