ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 343 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $788,460 | -47.5% | 7,509 | -45.6% | 0.08% | -38.5% |
| Q2 2023 | $1,502,354 | +115.8% | 13,800 | +84.0% | 0.14% | +104.5% |
| Q1 2023 | $696,026 | +24.6% | 7,499 | 0.0% | 0.07% | +4.8% |
| Q4 2022 | $558,629 | +1.6% | 7,499 | 0.0% | 0.06% | -12.5% |
| Q3 2022 | $550,000 | -12.4% | 7,499 | -4.5% | 0.07% | -22.6% |
| Q2 2022 | $628,000 | -18.7% | 7,849 | +4.8% | 0.09% | +6.9% |
| Q1 2022 | $772,000 | -12.1% | 7,493 | -2.1% | 0.09% | -5.4% |
| Q4 2021 | $878,000 | +13.6% | 7,651 | +0.3% | 0.09% | +3.4% |
| Q3 2021 | $773,000 | -4.7% | 7,629 | -6.5% | 0.09% | -10.1% |
| Q2 2021 | $811,000 | +10.0% | 8,158 | -2.9% | 0.10% | -33.1% |
| Q1 2021 | $737,000 | -63.7% | 8,400 | -64.8% | 0.15% | -65.1% |
| Q4 2020 | $2,030,000 | +10.3% | 23,863 | +290.2% | 0.42% | +42.8% |
| Q3 2020 | $1,841,000 | +72.9% | 6,115 | +54.9% | 0.30% | +63.2% |
| Q2 2020 | $1,065,000 | -77.3% | 3,948 | -82.8% | 0.18% | -81.8% |
| Q1 2020 | $4,683,000 | -11.5% | 22,914 | +0.7% | 1.00% | +19.0% |
| Q4 2019 | $5,291,000 | +8.8% | 22,746 | -4.5% | 0.84% | -2.8% |
| Q3 2019 | $4,862,000 | -35.2% | 23,811 | -37.2% | 0.86% | -21.7% |
| Q2 2019 | $7,499,000 | -5.9% | 37,893 | -9.4% | 1.10% | -25.6% |
| Q1 2019 | $7,970,000 | +19.5% | 41,817 | +0.3% | 1.48% | +7.9% |
| Q4 2018 | $6,667,000 | -0.3% | 41,686 | +20.9% | 1.37% | +18.3% |
| Q3 2018 | $6,689,000 | +15.7% | 34,475 | +6.4% | 1.16% | +11.0% |
| Q2 2018 | $5,779,000 | +15.6% | 32,416 | +9.0% | 1.04% | +9.9% |
| Q1 2018 | $5,001,000 | +9.6% | 29,729 | +6.0% | 0.95% | +13.1% |
| Q4 2017 | $4,564,000 | +16.3% | 28,040 | +7.1% | 0.84% | -38.6% |
| Q3 2017 | $3,924,000 | +20.6% | 26,177 | +8.7% | 1.37% | +12.5% |
| Q1 2017 | $3,254,000 | +12.4% | 24,076 | +0.0% | 1.22% | +6.1% |
| Q4 2016 | $2,895,000 | +3.2% | 24,075 | +2.1% | 1.15% | -4.7% |
| Q3 2016 | $2,805,000 | +18.2% | 23,572 | +4.5% | 1.20% | +20.7% |
| Q2 2016 | $2,374,000 | – | 22,550 | – | 1.00% | – |
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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% |