ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 500 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $233,163 | +5.9% | 1,549 | -47.6% | 0.02% | -22.2% |
| Q4 2022 | $220,209 | +1.9% | 2,956 | 0.0% | 0.03% | -10.0% |
| Q3 2022 | $216,000 | -8.5% | 2,956 | 0.0% | 0.03% | -11.8% |
| Q2 2022 | $236,000 | -10.6% | 2,956 | +0.1% | 0.03% | -5.6% |
| Q1 2022 | $264,000 | -22.1% | 2,953 | +0.0% | 0.04% | -20.0% |
| Q4 2021 | $339,000 | -5.3% | 2,952 | -16.7% | 0.04% | -15.1% |
| Q3 2021 | $358,000 | -1.9% | 3,543 | +0.1% | 0.05% | -5.4% |
| Q2 2021 | $365,000 | +17.7% | 3,540 | +0.1% | 0.06% | +16.7% |
| Q1 2021 | $310,000 | -1.0% | 3,537 | +0.1% | 0.05% | -7.7% |
| Q4 2020 | $313,000 | +18.1% | 3,534 | +300.7% | 0.05% | 0.0% |
| Q3 2020 | $265,000 | +8.6% | 882 | +0.1% | 0.05% | +4.0% |
| Q2 2020 | $244,000 | +20.2% | 881 | +0.6% | 0.05% | +11.1% |
| Q4 2019 | $203,000 | – | 876 | – | 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% |