ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,217,476 | +5193.4% | 11,338 | +9427.7% | 0.74% | +4252.9% |
| Q2 2019 | $23,000 | 0.0% | 119 | +0.8% | 0.02% | 0.0% |
| Q1 2019 | $23,000 | +21.1% | 118 | 0.0% | 0.02% | -43.3% |
| Q4 2018 | $19,000 | -17.4% | 118 | 0.0% | 0.03% | +100.0% |
| Q3 2018 | $23,000 | +15.0% | 118 | +0.9% | 0.02% | 0.0% |
| Q2 2018 | $20,000 | – | 117 | – | 0.02% | – |
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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% |