ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 419 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $32,710 | +10.5% | 280 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $29,607 | -2.4% | 280 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $30,346 | +18.3% | 280 | 0.0% | 0.02% | +13.3% |
| Q1 2023 | $25,656 | +24.4% | 280 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $20,628 | -6.2% | 280 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $22,000 | -4.3% | 280 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $23,000 | -17.9% | 280 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $28,000 | -6.7% | 280 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $30,000 | 0.0% | 280 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $30,000 | +7.1% | 280 | 0.0% | 0.02% | +4.8% |
| Q2 2021 | $28,000 | +12.0% | 280 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $25,000 | -16.7% | 280 | -21.3% | 0.02% | -27.6% |
| Q4 2020 | $30,000 | +11.1% | 356 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $27,000 | +12.5% | 89 | 0.0% | 0.03% | +7.4% |
| Q2 2020 | $24,000 | +26.3% | 89 | 0.0% | 0.03% | +12.5% |
| Q1 2020 | $19,000 | -56.8% | 89 | -52.9% | 0.02% | -44.2% |
| Q4 2019 | $44,000 | – | 189 | – | 0.04% | – |
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% |