ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526 | -52.4% | 5,016 | -50.6% | 0.03% | -52.5% |
| Q2 2023 | $1,105 | +24.3% | 10,149 | +6.0% | 0.06% | +19.6% |
| Q1 2023 | $889 | +77.1% | 9,577 | +42.0% | 0.05% | +64.5% |
| Q4 2022 | $502 | -98.4% | 6,744 | +1418.9% | 0.03% | +1450.0% |
| Q3 2022 | $32,000 | -8.6% | 444 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $35,000 | -23.9% | 444 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $46,000 | -9.8% | 444 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | +13.3% | 444 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | +73.1% | 444 | +68.2% | 0.00% | +50.0% |
| Q2 2021 | $26,000 | +13.0% | 264 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 264 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | -76.1% | 264 | -14.0% | 0.00% | -77.8% |
| Q3 2020 | $92,000 | +411.1% | 307 | +365.2% | 0.01% | +350.0% |
| Q2 2020 | $18,000 | +38.5% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -13.3% | 66 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $15,000 | +15.4% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +8.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | – | 66 | – | 0.00% | – |
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% |