ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,787 | -22.9% | 160 | -20.0% | 0.01% | -16.7% |
| Q2 2023 | $21,774 | +3.7% | 200 | -23.1% | 0.01% | -14.3% |
| Q2 2022 | $21,000 | -22.2% | 260 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $27,000 | -10.0% | 260 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $30,000 | +15.4% | 260 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $26,000 | 0.0% | 260 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $26,000 | +13.0% | 260 | 0.0% | 0.01% | +12.5% |
| Q1 2021 | $23,000 | +4.5% | 260 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $22,000 | +83.3% | 260 | +550.0% | 0.01% | +80.0% |
| Q3 2020 | $12,000 | +9.1% | 40 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +37.5% | 40 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $8,000 | -11.1% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | -33.3% | 40 | -38.5% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | +20.0% | 65 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | – | 65 | – | 0.01% | – |
Download | ||||||
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% |