ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 582 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $255,135 | +8.1% | 1,889 | -1.8% | 0.08% | -16.3% |
| Q4 2023 | $236,000 | +16.4% | 1,923 | -0.5% | 0.09% | +3.4% |
| Q3 2023 | $202,741 | -32.1% | 1,932 | -29.6% | 0.09% | -24.6% |
| Q2 2023 | $298,779 | +66.6% | 2,744 | +41.7% | 0.12% | +31.1% |
| Q1 2023 | $179,294 | +3.7% | 1,937 | -16.5% | 0.09% | +13.9% |
| Q4 2022 | $172,855 | +10.8% | 2,321 | +9.1% | 0.08% | 0.0% |
| Q3 2022 | $156,000 | +6.8% | 2,128 | +16.2% | 0.08% | +6.8% |
| Q2 2022 | $146,000 | -35.7% | 1,832 | -16.8% | 0.07% | -26.7% |
| Q1 2022 | $227,000 | +1.8% | 2,201 | +13.4% | 0.10% | +12.2% |
| Q4 2021 | $223,000 | +23.9% | 1,941 | +9.4% | 0.09% | +7.1% |
| Q3 2021 | $180,000 | -7.2% | 1,775 | -9.1% | 0.08% | -4.5% |
| Q2 2021 | $194,000 | +14.1% | 1,952 | 0.0% | 0.09% | +4.8% |
| Q1 2021 | $170,000 | +115.2% | 1,952 | +112.2% | 0.08% | +86.7% |
| Q4 2020 | $79,000 | +6.8% | 920 | +277.0% | 0.04% | +2.3% |
| Q3 2020 | $74,000 | – | 244 | – | 0.04% | – |
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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% |