ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 472 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $541,951 | +11.4% | 3,601 | 0.0% | 0.05% | +8.0% |
| Q1 2024 | $486,352 | +10.0% | 3,601 | 0.0% | 0.05% | +2.0% |
| Q4 2023 | $442,023 | +16.9% | 3,601 | 0.0% | 0.05% | +6.5% |
| Q3 2023 | $378,137 | -3.5% | 3,601 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $392,041 | +17.3% | 3,601 | 0.0% | 0.05% | +9.5% |
| Q1 2023 | $334,209 | +18.0% | 3,601 | -5.3% | 0.04% | +16.7% |
| Q4 2022 | $283,136 | +1.5% | 3,801 | +0.0% | 0.04% | -5.3% |
| Q3 2022 | $279,000 | -8.2% | 3,800 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $304,000 | -22.4% | 3,800 | 0.0% | 0.04% | -13.3% |
| Q1 2022 | $392,000 | -10.1% | 3,800 | 0.0% | 0.04% | -11.8% |
| Q4 2021 | $436,000 | +13.2% | 3,800 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $385,000 | +1.9% | 3,800 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $378,000 | +13.5% | 3,800 | 0.0% | 0.05% | +3.9% |
| Q1 2021 | $333,000 | -2.1% | 3,800 | -5.0% | 0.05% | -10.5% |
| Q4 2020 | $340,000 | +13.0% | 4,000 | +300.0% | 0.06% | -3.4% |
| Q3 2020 | $301,000 | +11.5% | 1,000 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $270,000 | +32.4% | 1,000 | 0.0% | 0.06% | +9.4% |
| Q1 2020 | $204,000 | -7.7% | 1,000 | +5.3% | 0.05% | +15.2% |
| Q4 2019 | $221,000 | – | 950 | – | 0.05% | – |
Download | ||||||
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% |