ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 567 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $846,000 | +13.4% | 9,000 | 0.0% | 0.46% | -6.3% |
| Q4 2020 | $746,000 | +10.2% | 9,000 | +300.0% | 0.49% | -20.9% |
| Q3 2020 | $677,000 | +3.2% | 2,250 | -3.2% | 0.62% | -7.3% |
| Q2 2020 | $656,000 | +15.9% | 2,325 | 0.0% | 0.67% | +4.4% |
| Q1 2020 | $566,000 | -5.5% | 2,325 | -2.4% | 0.64% | +8.2% |
| Q4 2019 | $599,000 | – | 2,381 | – | 0.59% | – |
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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% |