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 | $2,932,329 | +15.9% | 19,483 | +4.0% | 0.14% | -3.3% |
| Q1 2024 | $2,530,123 | +23.4% | 18,733 | +12.1% | 0.15% | +27.1% |
| Q4 2023 | $2,050,449 | +77.8% | 16,704 | +52.0% | 0.12% | +55.3% |
| Q3 2023 | $1,153,293 | -33.3% | 10,992 | -30.8% | 0.08% | -37.7% |
| Q2 2023 | $1,728,220 | +61.4% | 15,874 | +37.6% | 0.12% | +48.8% |
| Q1 2023 | $1,070,478 | +114.5% | 11,534 | +72.2% | 0.08% | +95.2% |
| Q4 2022 | $499,074 | +82.1% | 6,699 | +95.2% | 0.04% | +68.0% |
| Q2 2022 | $274,000 | -72.2% | 3,431 | -64.1% | 0.02% | -68.8% |
| Q1 2022 | $984,000 | -32.7% | 9,552 | -25.0% | 0.08% | -23.8% |
| Q4 2021 | $1,463,000 | -11.2% | 12,743 | -21.7% | 0.10% | -25.5% |
| Q3 2021 | $1,648,000 | +164700.0% | 16,277 | +406825.0% | 0.14% | +14000.0% |
| Q1 2020 | $1,000 | – | 4 | – | 0.00% | – |
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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% |