ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 554 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $812,000 | -28.8% | 10,162 | -8.1% | 0.72% | +1.0% |
| Q1 2022 | $1,140,000 | -10.2% | 11,059 | +0.1% | 0.71% | +6.5% |
| Q4 2021 | $1,269,000 | +15.8% | 11,053 | +2.1% | 0.66% | +4.7% |
| Q3 2021 | $1,096,000 | -1.3% | 10,824 | -3.1% | 0.64% | -2.9% |
| Q2 2021 | $1,110,000 | +21.6% | 11,168 | +7.3% | 0.65% | +14.3% |
| Q1 2021 | $913,000 | -1.5% | 10,406 | -4.5% | 0.57% | -5.5% |
| Q4 2020 | $927,000 | – | 10,901 | – | 0.60% | – |
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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% |