ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 472 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $844,606 | +11.4% | 5,612 | 0.0% | 0.30% | +6.6% |
| Q1 2024 | $757,957 | +28.7% | 5,612 | 0.0% | 0.29% | +3.6% |
| Q3 2023 | $588,811 | -3.6% | 5,612 | 0.0% | 0.28% | -4.2% |
| Q2 2023 | $610,978 | +17.3% | 5,612 | 0.0% | 0.29% | +16.6% |
| Q1 2023 | $520,850 | +23.2% | 5,612 | -1.1% | 0.25% | +23.5% |
| Q4 2022 | $422,656 | +1.6% | 5,674 | 0.0% | 0.20% | -9.1% |
| Q3 2022 | $416,000 | -5.9% | 5,674 | +2.7% | 0.22% | -4.3% |
| Q2 2022 | $442,000 | -22.3% | 5,524 | 0.0% | 0.23% | -12.9% |
| Q1 2022 | $569,000 | -10.3% | 5,524 | 0.0% | 0.26% | -11.7% |
| Q4 2021 | $634,000 | +13.4% | 5,524 | 0.0% | 0.30% | +6.8% |
| Q3 2021 | $559,000 | +1.8% | 5,524 | 0.0% | 0.28% | +0.7% |
| Q2 2021 | $549,000 | -7.4% | 5,524 | -18.3% | 0.28% | -17.0% |
| Q1 2021 | $593,000 | +24.6% | 6,764 | +20.9% | 0.34% | +15.9% |
| Q4 2020 | $476,000 | +13.1% | 5,596 | +300.0% | 0.29% | +3.6% |
| Q3 2020 | $421,000 | -12.7% | 1,399 | -21.7% | 0.28% | -14.7% |
| Q2 2020 | $482,000 | +32.1% | 1,787 | 0.0% | 0.33% | +16.8% |
| Q1 2020 | $365,000 | -12.0% | 1,787 | 0.0% | 0.28% | -23.9% |
| Q4 2019 | $415,000 | – | 1,787 | – | 0.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Advisory Group, Inc. | 426,406 | $84,382,000 | 5.84% |
| MONROE BANK & TRUST/MI | 73,780 | $14,600,000 | 4.89% |
| Quantitative Advantage, LLC | 64,686 | $12,801,000 | 3.55% |
| SPC Financial, Inc. | 86,610 | $17,139,000 | 3.45% |
| Fulcrum Equity Management | 24,878 | $4,971,000 | 2.37% |
| New Potomac Partners, LLC | 10,047 | $1,988,000 | 2.02% |
| WealthBridge Capital Management, LLC | 13,625 | $2,179,000 | 1.99% |
| Stillwater Capital Advisors, LLC | 39,392 | $7,795,000 | 1.93% |
| HOWARD CAPITAL MANAGEMENT | 69,665 | $13,786,000 | 1.88% |
| FIRST UNITED BANK & TRUST | 12,344 | $2,443,000 | 1.44% |