ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 735 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $83,560 | +71.9% | 555 | +54.2% | 0.06% | +80.6% |
| Q1 2024 | $48,614 | +55.5% | 360 | +41.2% | 0.03% | +47.6% |
| Q4 2023 | $31,268 | +112.2% | 255 | +82.1% | 0.02% | +110.0% |
| Q3 2023 | $14,738 | -71.9% | 140 | -71.0% | 0.01% | -71.4% |
| Q2 2023 | $52,503 | +17.4% | 482 | 0.0% | 0.04% | +20.7% |
| Q1 2023 | $44,730 | +30.4% | 482 | +4.6% | 0.03% | +11.5% |
| Q4 2022 | $34,304 | +18.3% | 461 | +64.6% | 0.03% | +62.5% |
| Q1 2022 | $29,000 | -12.1% | 280 | -3.1% | 0.02% | -15.8% |
| Q4 2021 | $33,000 | +22.2% | 289 | +7.0% | 0.02% | +18.8% |
| Q3 2021 | $27,000 | -91.4% | 270 | -74.1% | 0.02% | -94.5% |
| Q3 2020 | $314,000 | +11.7% | 1,043 | +0.1% | 0.29% | +5.4% |
| Q2 2020 | $281,000 | +32.5% | 1,042 | +0.6% | 0.28% | +95.8% |
| Q1 2020 | $212,000 | – | 1,036 | – | 0.14% | – |
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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% |