ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $413,271 | +16.7% | 5,548 | +14.9% | 0.00% | 0.0% |
| Q3 2022 | $354,000 | +43.9% | 4,827 | +57.0% | 0.00% | +100.0% |
| Q2 2022 | $246,000 | -22.9% | 3,075 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $319,000 | -10.4% | 3,098 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $356,000 | +10.6% | 3,098 | -2.7% | 0.00% | 0.0% |
| Q3 2021 | $322,000 | +1.9% | 3,184 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $316,000 | +13.3% | 3,184 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $279,000 | -9.4% | 3,184 | -12.0% | 0.00% | 0.0% |
| Q4 2020 | $308,000 | +26.7% | 3,620 | +349.1% | 0.00% | 0.0% |
| Q3 2020 | $243,000 | -1.2% | 806 | -11.4% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | +11.3% | 910 | -4.0% | 0.00% | 0.0% |
| Q4 2019 | $221,000 | – | 948 | – | 0.00% | – |
Download | ||||||
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% |