ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,654 | -45.2% | 2,389 | -43.2% | 0.07% | -44.3% |
| Q2 2023 | $457,689 | +19.5% | 4,204 | 0.0% | 0.13% | +5.6% |
| Q1 2023 | $382,858 | +15.2% | 4,204 | -5.7% | 0.12% | +1.6% |
| Q4 2022 | $332,225 | +1.6% | 4,460 | 0.0% | 0.12% | -1.6% |
| Q3 2022 | $327,000 | -8.1% | 4,460 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $356,000 | -22.4% | 4,460 | 0.0% | 0.13% | -5.3% |
| Q1 2022 | $459,000 | -10.4% | 4,460 | 0.0% | 0.13% | -6.3% |
| Q4 2021 | $512,000 | +9.2% | 4,460 | -3.9% | 0.14% | -0.7% |
| Q3 2021 | $469,000 | +1.7% | 4,639 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $461,000 | +13.5% | 4,639 | 0.0% | 0.14% | +2.2% |
| Q1 2021 | $406,000 | +7.1% | 4,639 | +4.0% | 0.14% | +2.2% |
| Q4 2020 | $379,000 | +13.1% | 4,460 | +300.0% | 0.14% | 0.0% |
| Q3 2020 | $335,000 | +19.6% | 1,115 | +7.3% | 0.14% | +9.7% |
| Q2 2020 | $280,000 | +37.9% | 1,039 | +4.4% | 0.12% | +10.7% |
| Q1 2020 | $203,000 | – | 995 | – | 0.11% | – |
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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% |