ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,954 | -3.2% | 133 | -65.1% | 0.00% | – |
| Q2 2023 | $14,409 | -73.6% | 381 | -48.0% | 0.00% | – |
| Q4 2022 | $54,601 | -84.9% | 733 | -85.1% | 0.00% | -100.0% |
| Q3 2022 | $362,000 | +741.9% | 4,928 | +805.9% | 0.00% | – |
| Q2 2022 | $43,000 | +290.9% | 544 | +399.1% | 0.00% | – |
| Q1 2022 | $11,000 | -98.9% | 109 | -98.7% | 0.00% | -100.0% |
| Q4 2021 | $970,000 | +474.0% | 8,450 | +397.9% | 0.01% | +250.0% |
| Q2 2021 | $169,000 | +20.7% | 1,697 | +6.2% | 0.00% | 0.0% |
| Q1 2021 | $140,000 | – | 1,598 | – | 0.00% | – |
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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% |