ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 628 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,892,743 | -14.7% | 27,571 | -12.2% | 0.78% | -10.8% |
| Q2 2023 | $3,390,839 | +16.9% | 31,388 | -0.3% | 0.87% | +10.9% |
| Q1 2023 | $2,899,473 | -3.2% | 31,495 | -17.6% | 0.79% | +1.4% |
| Q4 2022 | $2,994,749 | -19.5% | 38,213 | -24.0% | 0.78% | -16.6% |
| Q3 2022 | $3,718,000 | -32.0% | 50,271 | -18.3% | 0.93% | -15.9% |
| Q2 2022 | $5,464,000 | -62.3% | 61,542 | -56.2% | 1.10% | -53.5% |
| Q1 2022 | $14,475,000 | -10.6% | 140,476 | -10.7% | 2.38% | -6.9% |
| Q4 2021 | $16,196,000 | – | 157,376 | – | 2.56% | – |
Download | ||||||
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% |