ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 940 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $787 | +52.8% | 6,414 | +30.6% | 0.06% | +41.9% |
| Q3 2023 | $515 | -59.0% | 4,911 | -57.4% | 0.04% | -37.7% |
| Q2 2023 | $1,255 | +126.9% | 11,523 | +55.1% | 0.07% | +187.5% |
| Q1 2023 | $553 | 0.0% | 7,428 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $553 | -99.9% | 7,428 | -21.9% | 0.02% | -60.0% |
| Q4 2014 | $993,000 | +78.3% | 9,513 | +72.2% | 0.06% | +66.7% |
| Q3 2014 | $557,000 | +5.7% | 5,524 | +1.6% | 0.04% | +2.9% |
| Q2 2014 | $527,000 | -46.6% | 5,438 | -49.8% | 0.04% | -57.3% |
| Q1 2014 | $986,000 | +113.0% | 10,826 | +103.0% | 0.08% | +78.3% |
| Q4 2013 | $463,000 | +99.6% | 5,333 | +81.0% | 0.05% | +70.4% |
| Q3 2013 | $232,000 | – | 2,947 | – | 0.03% | – |
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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% |