ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 452 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $123,609 | +16.9% | 1,007 | 0.0% | 0.02% | +5.9% |
| Q3 2023 | $105,744 | -3.5% | 1,007 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $109,632 | +38.3% | 1,007 | +17.9% | 0.02% | -14.3% |
| Q1 2023 | $79,260 | +24.6% | 854 | 0.0% | 0.02% | -16.0% |
| Q4 2022 | $63,614 | +1.0% | 854 | 0.0% | 0.02% | -13.8% |
| Q3 2022 | $63,000 | -13.7% | 854 | -6.3% | 0.03% | -14.7% |
| Q2 2022 | $73,000 | -22.3% | 911 | 0.0% | 0.03% | -5.6% |
| Q1 2022 | $94,000 | -18.3% | 911 | -8.9% | 0.04% | -28.0% |
| Q4 2021 | $115,000 | +0.9% | 1,000 | -10.9% | 0.05% | -13.8% |
| Q3 2021 | $114,000 | +850.0% | 1,122 | +819.7% | 0.06% | +866.7% |
| Q2 2021 | $12,000 | +9.1% | 122 | +0.8% | 0.01% | -14.3% |
| Q1 2021 | $11,000 | +10.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 121 | +303.3% | 0.01% | -12.5% |
| Q3 2020 | $9,000 | +12.5% | 30 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | -87.5% | 30 | -90.4% | 0.01% | -84.0% |
| Q1 2020 | $64,000 | -12.3% | 314 | 0.0% | 0.05% | +13.6% |
| Q4 2019 | $73,000 | – | 314 | – | 0.04% | – |
Download | ||||||
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% |