ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 216 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $394,000 | +8.8% | 2,924 | +44.0% | 0.08% | -5.7% |
| Q2 2018 | $362,000 | +5.8% | 2,031 | 0.0% | 0.09% | +1.1% |
| Q1 2018 | $342,000 | +3.3% | 2,031 | 0.0% | 0.09% | +14.5% |
| Q4 2017 | $331,000 | +8.9% | 2,031 | 0.0% | 0.08% | -2.6% |
| Q3 2017 | $304,000 | +7.0% | 2,031 | 0.0% | 0.08% | -4.9% |
| Q2 2017 | $284,000 | -7.2% | 2,031 | -10.2% | 0.08% | -18.8% |
| Q1 2017 | $306,000 | +12.5% | 2,261 | 0.0% | 0.10% | -8.2% |
| Q4 2016 | $272,000 | +1.1% | 2,261 | 0.0% | 0.11% | -8.3% |
| Q3 2016 | $269,000 | +11.2% | 2,261 | -1.6% | 0.12% | +17.6% |
| Q2 2016 | $242,000 | -3.2% | 2,297 | -0.3% | 0.10% | -7.3% |
| Q1 2016 | $250,000 | +1.6% | 2,305 | +0.3% | 0.11% | -11.3% |
| Q4 2015 | $246,000 | +9.8% | 2,297 | +1.6% | 0.12% | -1.6% |
| Q3 2015 | $224,000 | -5.5% | 2,261 | 0.0% | 0.13% | -3.8% |
| Q2 2015 | $237,000 | -48.8% | 2,261 | -48.8% | 0.13% | 0.0% |
| Q1 2015 | $463,000 | +96.2% | 4,412 | +95.1% | 0.13% | -1.5% |
| Q4 2014 | $236,000 | +3.5% | 2,261 | 0.0% | 0.13% | -3.6% |
| Q3 2014 | $228,000 | +4.1% | 2,261 | 0.0% | 0.14% | +3.0% |
| Q2 2014 | $219,000 | +6.3% | 2,261 | 0.0% | 0.13% | -1.5% |
| Q1 2014 | $206,000 | +3.0% | 2,261 | 0.0% | 0.14% | -0.7% |
| Q4 2013 | $200,000 | – | 2,261 | – | 0.14% | – |
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% |