ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 387 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579,473 | -24.2% | 5,523 | -25.5% | 0.42% | +4.8% |
| Q1 2022 | $764,000 | -15.6% | 7,417 | -5.9% | 0.40% | -7.9% |
| Q4 2021 | $905,000 | +11.2% | 7,883 | -1.9% | 0.43% | +7.5% |
| Q3 2021 | $814,000 | -5.1% | 8,034 | -17.9% | 0.40% | -21.0% |
| Q1 2021 | $858,000 | -4.1% | 9,784 | -7.1% | 0.51% | -13.1% |
| Q4 2020 | $895,000 | -24.2% | 10,527 | +168.5% | 0.59% | -39.8% |
| Q3 2020 | $1,180,000 | +14.1% | 3,920 | +2.2% | 0.97% | +1.4% |
| Q2 2020 | $1,034,000 | +17.4% | 3,835 | -11.1% | 0.96% | +14.0% |
| Q1 2020 | $881,000 | -12.4% | 4,314 | -0.3% | 0.84% | -1.6% |
| Q4 2019 | $1,006,000 | +12.4% | 4,325 | -1.3% | 0.86% | +3.4% |
| Q3 2019 | $895,000 | +7.2% | 4,384 | +3.8% | 0.83% | -1.5% |
| Q2 2019 | $835,000 | +21.7% | 4,222 | +17.3% | 0.84% | +2.1% |
| Q1 2019 | $686,000 | +24.1% | 3,598 | +4.0% | 0.82% | -8.7% |
| Q4 2018 | $553,000 | – | 3,460 | – | 0.90% | – |
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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% |