ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 234 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.72 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $17,000 | -56.4% | 100 | -58.3% | 0.01% | -61.5% |
| Q4 2017 | $39,000 | +8.3% | 240 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $36,000 | +5.9% | 240 | 0.0% | 0.01% | -7.7% |
| Q2 2017 | $34,000 | +6.2% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $32,000 | +10.3% | 240 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $29,000 | 0.0% | 240 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $29,000 | +16.0% | 240 | 0.0% | 0.01% | +18.2% |
| Q2 2016 | $25,000 | -3.8% | 240 | 0.0% | 0.01% | -21.4% |
| Q1 2016 | $26,000 | 0.0% | 240 | 0.0% | 0.01% | -6.7% |
| Q4 2015 | $26,000 | +23.8% | 240 | +14.3% | 0.02% | +15.4% |
| Q3 2015 | $21,000 | -4.5% | 210 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $22,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | +100.0% | 210 | +90.9% | 0.01% | +75.0% |
| Q4 2014 | $11,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 110 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $11,000 | +10.0% | 110 | 0.0% | 0.01% | +12.5% |
| Q1 2014 | $10,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $10,000 | – | 110 | – | 0.01% | – |
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% |