ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,177 | -3.6% | 4,843 | 0.0% | 0.12% | -2.3% |
| Q2 2023 | $527,308 | +17.3% | 4,843 | 0.0% | 0.13% | +14.3% |
| Q1 2023 | $449,522 | +24.6% | 4,843 | 0.0% | 0.11% | +3.7% |
| Q4 2022 | $360,790 | -8.2% | 4,843 | -1.5% | 0.11% | -24.5% |
| Q2 2022 | $393,000 | -23.2% | 4,918 | -1.0% | 0.14% | -28.5% |
| Q1 2022 | $512,000 | -10.2% | 4,967 | 0.0% | 0.20% | -9.9% |
| Q4 2021 | $570,000 | – | 4,967 | – | 0.22% | – |
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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% |