ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $215,000 | -58.5% | 2,683 | -46.6% | 0.05% | -54.8% |
| Q1 2022 | $518,000 | -38.0% | 5,024 | -30.9% | 0.12% | -38.2% |
| Q4 2021 | $835,000 | +6.6% | 7,269 | -6.0% | 0.19% | -7.5% |
| Q3 2021 | $783,000 | -20.5% | 7,730 | -22.0% | 0.20% | -42.4% |
| Q2 2021 | $985,000 | -87.0% | 9,905 | -88.5% | 0.35% | -88.1% |
| Q1 2021 | $7,561,000 | -2.4% | 86,219 | -5.3% | 2.92% | -8.2% |
| Q4 2020 | $7,746,000 | -3.1% | 91,043 | +242.9% | 3.19% | -14.8% |
| Q3 2020 | $7,994,000 | +11.2% | 26,552 | -0.3% | 3.74% | +2.7% |
| Q2 2020 | $7,186,000 | – | 26,636 | – | 3.64% | – |
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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% |