ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,813 | -3.6% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,145 | +114212.5% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8 | +33.3% | 84 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $6 | -99.9% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 84 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $10,000 | +11.1% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | +12.5% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | -84.0% | 84 | -85.3% | 0.00% | -82.6% |
| Q1 2021 | $50,000 | +4.2% | 573 | +0.2% | 0.02% | +4.5% |
| Q4 2020 | $48,000 | +11.6% | 572 | +300.0% | 0.02% | -8.3% |
| Q3 2020 | $43,000 | +10.3% | 143 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $39,000 | +18.2% | 143 | +0.7% | 0.02% | +14.3% |
| Q4 2019 | $33,000 | – | 142 | – | 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% |