ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,686 | -3.6% | 607 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $66,084 | +17.3% | 607 | 0.0% | 0.03% | +10.3% |
| Q1 2023 | $56,336 | -23.4% | 607 | -38.5% | 0.03% | -23.7% |
| Q4 2022 | $73,522 | -9.2% | 987 | -10.8% | 0.04% | -17.4% |
| Q3 2022 | $81,000 | -40.4% | 1,107 | -35.1% | 0.05% | -37.0% |
| Q2 2022 | $136,000 | -22.7% | 1,707 | 0.0% | 0.07% | -14.1% |
| Q1 2022 | $176,000 | -19.3% | 1,707 | -10.2% | 0.08% | -18.3% |
| Q4 2021 | $218,000 | +13.5% | 1,900 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $192,000 | +1.6% | 1,900 | 0.0% | 0.10% | +5.1% |
| Q2 2021 | $189,000 | +13.2% | 1,900 | 0.0% | 0.10% | +5.3% |
| Q1 2021 | $167,000 | +3.1% | 1,900 | 0.0% | 0.09% | -6.0% |
| Q4 2020 | $162,000 | – | 1,900 | – | 0.10% | – |
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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% |