ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 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% |