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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,332 | -3.6% | 2,100 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $228,627 | +26.7% | 2,100 | +8.0% | 0.05% | +14.3% |
| Q1 2023 | $180,423 | +24.6% | 1,944 | 0.0% | 0.04% | +20.0% |
| Q4 2022 | $144,809 | +1.3% | 1,944 | 0.0% | 0.04% | -7.9% |
| Q3 2022 | $143,000 | -7.7% | 1,944 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $155,000 | -22.5% | 1,944 | 0.0% | 0.04% | -4.9% |
| Q1 2022 | $200,000 | -10.3% | 1,944 | 0.0% | 0.04% | -10.9% |
| Q4 2021 | $223,000 | +13.2% | 1,944 | 0.0% | 0.05% | -4.2% |
| Q3 2021 | $197,000 | +2.1% | 1,944 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $193,000 | +13.5% | 1,944 | 0.0% | 0.05% | +9.1% |
| Q1 2021 | $170,000 | +3.0% | 1,944 | 0.0% | 0.04% | -6.4% |
| Q4 2020 | $165,000 | +13.0% | 1,944 | +300.0% | 0.05% | 0.0% |
| Q3 2020 | $146,000 | +11.5% | 486 | 0.0% | 0.05% | +2.2% |
| Q2 2020 | $131,000 | +32.3% | 486 | 0.0% | 0.05% | +39.4% |
| Q1 2020 | $99,000 | -12.4% | 486 | 0.0% | 0.03% | +17.9% |
| Q4 2019 | $113,000 | – | 486 | – | 0.03% | – |
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% |