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 | $2,200,593 | +11.4% | 20,974 | +15.6% | 0.04% | +12.5% |
| Q2 2023 | $1,975,991 | +15.2% | 18,150 | -1.8% | 0.03% | +10.3% |
| Q1 2023 | $1,714,758 | +20.7% | 18,476 | -3.1% | 0.03% | +11.5% |
| Q4 2022 | $1,420,989 | +28.5% | 19,076 | +26.5% | 0.03% | +13.0% |
| Q3 2022 | $1,106,000 | +72.3% | 15,076 | +87.7% | 0.02% | +76.9% |
| Q2 2022 | $642,000 | +69.4% | 8,030 | +118.1% | 0.01% | +44.4% |
| Q1 2022 | $379,000 | -12.9% | 3,682 | -14.3% | 0.01% | 0.0% |
| Q3 2021 | $435,000 | +55.9% | 4,298 | +35.0% | 0.01% | +28.6% |
| Q1 2021 | $279,000 | – | 3,184 | – | 0.01% | – |
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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% |