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 | $266,916 | -3.6% | 2,544 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $276,965 | +5.7% | 2,544 | -0.1% | 0.03% | 0.0% |
| Q1 2022 | $262,000 | +413.7% | 2,547 | +407.4% | 0.03% | +416.7% |
| Q3 2021 | $51,000 | +27.5% | 502 | +24.9% | 0.01% | +20.0% |
| Q2 2021 | $40,000 | +14.3% | 402 | +0.2% | 0.01% | 0.0% |
| Q1 2021 | $35,000 | +2.9% | 401 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $34,000 | +13.3% | 401 | +301.0% | 0.01% | 0.0% |
| Q3 2020 | $30,000 | – | 100 | – | 0.01% | – |
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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% |