ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 242 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 2.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,715 | +24.4% | 29,254 | -0.2% | 0.28% | +22.2% |
| Q4 2022 | $2,183 | -99.9% | 29,309 | +23.7% | 0.23% | +19.8% |
| Q3 2022 | $1,738,000 | -16.5% | 23,690 | -9.0% | 0.19% | -9.0% |
| Q2 2022 | $2,082,000 | -34.8% | 26,037 | -15.9% | 0.21% | -12.8% |
| Q1 2022 | $3,192,000 | +61.3% | 30,974 | +55.6% | 0.24% | +25.4% |
| Q2 2021 | $1,979,000 | +17.8% | 19,911 | +3.9% | 0.19% | +26.1% |
| Q1 2021 | $1,680,000 | +44.2% | 19,160 | +40.0% | 0.15% | +2.7% |
| Q4 2020 | $1,165,000 | +80.9% | 13,688 | +305.2% | 0.15% | 0.0% |
| Q1 2019 | $644,000 | +36.4% | 3,378 | +14.4% | 0.15% | +2.1% |
| Q4 2018 | $472,000 | -54.5% | 2,952 | -44.8% | 0.15% | -46.3% |
| Q3 2018 | $1,038,000 | +10.1% | 5,352 | +1.2% | 0.27% | +5.0% |
| Q2 2018 | $943,000 | +83.8% | 5,291 | +73.6% | 0.26% | +65.0% |
| Q1 2018 | $513,000 | -64.5% | 3,047 | -69.3% | 0.16% | -27.6% |
| Q4 2017 | $1,445,000 | +91.1% | 9,926 | +96.9% | 0.22% | -8.8% |
| Q3 2017 | $756,000 | +7.4% | 5,041 | -0.0% | 0.24% | -0.8% |
| Q2 2017 | $704,000 | +55.4% | 5,042 | +16.2% | 0.24% | -18.4% |
| Q4 2014 | $453,000 | +228.3% | 4,340 | +216.8% | 0.29% | +281.8% |
| Q3 2014 | $138,000 | – | 1,370 | – | 0.08% | – |
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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% |