ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $66,638 | -92.9% | 718 | -93.9% | 0.02% | -93.8% |
| Q2 2022 | $939,000 | -25.3% | 11,743 | -3.7% | 0.35% | -9.0% |
| Q1 2022 | $1,257,000 | -11.2% | 12,198 | -1.0% | 0.39% | -15.1% |
| Q4 2021 | $1,415,000 | +12.6% | 12,320 | -0.8% | 0.46% | +7.8% |
| Q3 2021 | $1,257,000 | +0.9% | 12,416 | -0.9% | 0.42% | +6.8% |
| Q2 2021 | $1,246,000 | +13.6% | 12,534 | +0.2% | 0.40% | +3.4% |
| Q1 2021 | $1,097,000 | +1.6% | 12,510 | -1.4% | 0.38% | -10.3% |
| Q4 2020 | $1,080,000 | +17.1% | 12,691 | +314.5% | 0.43% | -9.5% |
| Q3 2020 | $922,000 | +15.7% | 3,062 | +3.7% | 0.47% | +10.3% |
| Q2 2020 | $797,000 | – | 2,954 | – | 0.43% | – |
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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% |