ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 424 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,004,890 | +28.3% | 6,677 | +15.2% | 0.05% | +28.6% |
| Q1 2024 | $782,944 | +223.3% | 5,797 | +193.8% | 0.04% | +180.0% |
| Q4 2023 | $242,186 | +16.2% | 1,973 | +3.1% | 0.02% | +7.1% |
| Q2 2023 | $208,377 | -5.9% | 1,914 | -35.6% | 0.01% | -6.7% |
| Q4 2022 | $221,384 | +9.1% | 2,972 | +17.2% | 0.02% | 0.0% |
| Q2 2022 | $203,000 | -22.2% | 2,536 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $261,000 | -12.4% | 2,536 | -2.2% | 0.02% | -11.1% |
| Q4 2021 | $298,000 | +11.6% | 2,592 | -1.9% | 0.02% | +5.9% |
| Q3 2021 | $267,000 | +0.8% | 2,642 | -0.8% | 0.02% | -10.5% |
| Q2 2021 | $265,000 | +15.2% | 2,662 | +1.4% | 0.02% | +5.6% |
| Q1 2021 | $230,000 | -26.3% | 2,625 | -28.3% | 0.02% | -30.8% |
| Q4 2020 | $312,000 | +13.5% | 3,660 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $275,000 | +3.4% | 915 | -7.2% | 0.03% | -7.1% |
| Q2 2020 | $266,000 | +16.7% | 986 | -0.5% | 0.03% | +21.7% |
| Q4 2019 | $228,000 | +3.6% | 991 | -92.9% | 0.02% | -4.2% |
| Q3 2019 | $220,000 | -13.0% | 13,941 | +885.9% | 0.02% | -29.4% |
| Q2 2018 | $253,000 | +19.3% | 1,414 | +12.1% | 0.03% | +21.4% |
| Q1 2018 | $212,000 | – | 1,261 | – | 0.03% | – |
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% |