ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 468 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $977,120 | +6.1% | 9,313 | +10.1% | 0.40% | +6.0% |
| Q2 2023 | $920,931 | +17.4% | 8,459 | +0.0% | 0.38% | +9.8% |
| Q1 2023 | $784,709 | +24.6% | 8,455 | 0.0% | 0.35% | +15.7% |
| Q4 2022 | $629,813 | +19.3% | 8,455 | +17.5% | 0.30% | +9.9% |
| Q3 2022 | $528,000 | -8.0% | 7,197 | +0.2% | 0.27% | -4.2% |
| Q2 2022 | $574,000 | -41.7% | 7,185 | -24.9% | 0.28% | -31.7% |
| Q1 2022 | $985,000 | -16.0% | 9,562 | -6.3% | 0.42% | -15.1% |
| Q4 2021 | $1,172,000 | +1.8% | 10,210 | -10.2% | 0.49% | -7.7% |
| Q3 2021 | $1,151,000 | +9.0% | 11,369 | +9.4% | 0.53% | +8.1% |
| Q2 2021 | $1,056,000 | +9.3% | 10,396 | -5.6% | 0.49% | -0.6% |
| Q1 2021 | $966,000 | -14.9% | 11,012 | -17.5% | 0.50% | -20.5% |
| Q4 2020 | $1,135,000 | +28.4% | 13,344 | +354.5% | 0.62% | +11.1% |
| Q3 2020 | $884,000 | +26.1% | 2,936 | +12.9% | 0.56% | +14.0% |
| Q2 2020 | $701,000 | +55.8% | 2,600 | +18.0% | 0.49% | +25.2% |
| Q1 2020 | $450,000 | – | 2,203 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Giralda Advisors, LLC | 391,800 | $41,123,000 | 16.02% |
| CINQUE PARTNERS LLC | 89,414 | $9,385,000 | 14.38% |
| Pinnacle Advisory Group, Inc. | 862,341 | $90,511,000 | 8.10% |
| US FINANCIAL ADVISORS, LLC | 58,710 | $6,162,000 | 5.60% |
| Manifold Partners, LLC | 35,761 | $3,753,000 | 3.71% |
| Arrow Investment Advisors, LLC | 168,240 | $17,658,000 | 3.24% |
| Simplicity Solutions, LLC | 24,884 | $2,612,000 | 3.09% |
| Concorde Asset Management, LLC | 23,668 | $2,484,000 | 2.83% |
| Stillwater Capital Advisors, LLC | 78,387 | $8,228,000 | 2.50% |
| Commonwealth Financial Services, LLC | 26,315 | $2,762,000 | 2.43% |