ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 754 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $293 | -26.4% | 1,948 | -34.0% | 0.21% | -27.5% |
| Q1 2024 | $398 | -19.8% | 2,950 | -27.0% | 0.29% | -27.0% |
| Q4 2023 | $496 | -22.9% | 4,039 | -34.1% | 0.39% | -30.4% |
| Q3 2023 | $643 | -42.0% | 6,128 | -39.8% | 0.56% | -43.0% |
| Q2 2023 | $1,108 | +108.7% | 10,174 | +77.7% | 0.99% | +105.6% |
| Q1 2023 | $531 | – | 5,724 | – | 0.48% | – |
Download | ||||||
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% |