ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 255 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,684 | -3.6% | 2,456 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $267,385 | +17.3% | 2,456 | 0.0% | 0.03% | +19.2% |
| Q1 2023 | $227,942 | +11.2% | 2,456 | -4.2% | 0.03% | +4.0% |
| Q2 2022 | $205,000 | -22.3% | 2,564 | 0.0% | 0.02% | -13.8% |
| Q1 2022 | $264,000 | -10.2% | 2,564 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $294,000 | +37.4% | 2,564 | +21.4% | 0.03% | -32.6% |
| Q3 2021 | $214,000 | +1.9% | 2,112 | 0.0% | 0.04% | +4.9% |
| Q2 2021 | $210,000 | -36.4% | 2,112 | -3.9% | 0.04% | -69.2% |
| Q3 2017 | $330,000 | -17.1% | 2,198 | -22.8% | 0.13% | -21.3% |
| Q2 2017 | $398,000 | +43.7% | 2,848 | +39.1% | 0.17% | +34.1% |
| Q1 2017 | $277,000 | +14.5% | 2,048 | +1.9% | 0.13% | +4.1% |
| Q4 2016 | $242,000 | – | 2,009 | – | 0.12% | – |
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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% |