ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $985,199 | +196.7% | 9,390 | +107.6% | 0.02% | +108.3% |
| Q3 2022 | $332,000 | +4.7% | 4,524 | +14.0% | 0.01% | -14.3% |
| Q2 2022 | $317,000 | -28.0% | 3,968 | +3.6% | 0.01% | -48.1% |
| Q4 2021 | $440,000 | +86.4% | 3,831 | +42.5% | 0.03% | +22.7% |
| Q1 2021 | $236,000 | +6.8% | 2,689 | +3.5% | 0.02% | -4.3% |
| Q4 2020 | $221,000 | -90.1% | 2,598 | -65.0% | 0.02% | -84.0% |
| Q3 2020 | $2,238,000 | +79.2% | 7,433 | +60.5% | 0.14% | +65.5% |
| Q2 2020 | $1,249,000 | -40.9% | 4,631 | -55.3% | 0.09% | -43.1% |
| Q1 2020 | $2,115,000 | – | 10,349 | – | 0.15% | – |
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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% |