ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 812 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,236,255 | -2.7% | 11,776 | +0.9% | 0.17% | -2.9% |
| Q2 2023 | $1,271,166 | +163.2% | 11,676 | +177.7% | 0.17% | +186.7% |
| Q4 2021 | $483,000 | +1.3% | 4,205 | -10.7% | 0.06% | -15.5% |
| Q3 2021 | $477,000 | -98.2% | 4,710 | -98.2% | 0.07% | -98.6% |
| Q2 2021 | $26,552,000 | +4909.8% | 267,126 | +9863.7% | 5.04% | +1801.1% |
| Q1 2019 | $530,000 | -94.4% | 2,681 | -94.7% | 0.26% | -74.4% |
| Q2 2018 | $9,470,000 | +11.3% | 50,606 | 0.0% | 1.04% | -3.5% |
| Q1 2018 | $8,512,000 | – | 50,606 | – | 1.08% | – |
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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% |