ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,006,550 | -14.4% | 9,593 | -11.1% | 0.22% | +1.4% |
| Q2 2023 | $1,175,306 | +14.0% | 10,795 | -2.8% | 0.22% | +6.9% |
| Q1 2023 | $1,031,069 | +22.0% | 11,109 | -2.1% | 0.20% | +15.3% |
| Q4 2022 | $845,119 | +0.3% | 11,345 | -1.3% | 0.18% | -1.1% |
| Q3 2022 | $843,000 | -8.3% | 11,496 | 0.0% | 0.18% | -2.7% |
| Q2 2022 | $919,000 | -29.6% | 11,496 | -9.2% | 0.18% | -13.6% |
| Q1 2022 | $1,305,000 | -11.6% | 12,660 | -1.6% | 0.21% | -7.0% |
| Q4 2021 | $1,477,000 | +6.4% | 12,867 | -6.2% | 0.23% | -1.3% |
| Q3 2021 | $1,388,000 | +1.6% | 13,712 | -0.2% | 0.23% | -2.1% |
| Q2 2021 | $1,366,000 | +10.1% | 13,744 | -2.9% | 0.24% | -3.3% |
| Q1 2021 | $1,241,000 | -4.4% | 14,149 | -7.2% | 0.24% | -9.9% |
| Q4 2020 | $1,298,000 | +5.2% | 15,252 | +272.8% | 0.27% | -3.5% |
| Q3 2020 | $1,234,000 | +27.7% | 4,091 | +14.6% | 0.28% | +24.2% |
| Q2 2020 | $966,000 | +29.1% | 3,570 | -2.5% | 0.23% | +6.1% |
| Q1 2020 | $748,000 | -28.4% | 3,660 | -18.4% | 0.21% | -15.4% |
| Q4 2019 | $1,044,000 | +48.5% | 4,487 | +31.0% | 0.25% | +8.6% |
| Q3 2019 | $703,000 | -18.9% | 3,424 | -21.9% | 0.23% | -5.7% |
| Q2 2019 | $867,000 | -0.2% | 4,383 | -5.9% | 0.25% | -1.2% |
| Q1 2019 | $869,000 | -6.6% | 4,660 | -19.8% | 0.25% | -16.7% |
| Q4 2018 | $930,000 | -7.5% | 5,812 | +5.1% | 0.30% | -8.3% |
| Q3 2018 | $1,005,000 | -2.0% | 5,532 | -3.4% | 0.33% | -3.0% |
| Q2 2018 | $1,026,000 | -1.0% | 5,724 | -7.1% | 0.34% | -6.1% |
| Q1 2018 | $1,036,000 | +22.0% | 6,159 | +18.0% | 0.36% | +20.9% |
| Q4 2017 | $849,000 | +7.1% | 5,219 | -1.3% | 0.30% | -11.1% |
| Q3 2017 | $793,000 | +42.1% | 5,287 | +32.4% | 0.33% | +21.0% |
| Q2 2017 | $558,000 | +40.2% | 3,994 | +35.7% | 0.28% | +35.3% |
| Q1 2017 | $398,000 | – | 2,943 | – | 0.20% | – |
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% |