ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 500 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $110,000 | -79.4% | 1,376 | -73.5% | 0.06% | -76.8% |
| Q1 2022 | $534,000 | +238.0% | 5,186 | +276.9% | 0.27% | +195.7% |
| Q4 2021 | $158,000 | +5.3% | 1,376 | -7.4% | 0.09% | +33.3% |
| Q3 2021 | $150,000 | 0.0% | 1,486 | -1.3% | 0.07% | +4.5% |
| Q2 2021 | $150,000 | +13.6% | 1,506 | 0.0% | 0.07% | +15.8% |
| Q1 2021 | $132,000 | -1.5% | 1,506 | -4.7% | 0.06% | -9.5% |
| Q4 2020 | $134,000 | +5.5% | 1,580 | +274.4% | 0.06% | -16.0% |
| Q3 2020 | $127,000 | +122.8% | 422 | +99.1% | 0.08% | +108.3% |
| Q2 2020 | $57,000 | +200.0% | 212 | +133.0% | 0.04% | +157.1% |
| Q1 2020 | $19,000 | -9.5% | 91 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $21,000 | – | 91 | – | 0.01% | – |
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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% |