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 | $1,148,769 | -46.9% | 10,949 | -44.9% | 3.58% | -47.2% |
| Q2 2023 | $2,162,267 | -20.0% | 19,861 | -31.8% | 6.79% | -17.5% |
| Q1 2023 | $2,704,298 | -56.9% | 29,138 | -65.4% | 8.23% | +5.8% |
| Q4 2022 | $6,271,164 | +1.8% | 84,188 | +0.2% | 7.78% | +9.9% |
| Q3 2022 | $6,163,000 | -7.7% | 83,993 | +0.6% | 7.08% | -4.1% |
| Q2 2022 | $6,677,000 | -20.5% | 83,514 | +2.5% | 7.38% | -6.8% |
| Q1 2022 | $8,398,000 | +0.3% | 81,501 | +11.7% | 7.92% | +0.3% |
| Q4 2021 | $8,376,000 | – | 72,950 | – | 7.90% | – |
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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% |