ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,240 | -3.5% | 7,951 | +0.1% | 0.35% | +0.3% |
| Q2 2023 | $864,558 | +17.2% | 7,941 | -0.1% | 0.35% | +9.6% |
| Q1 2023 | $737,474 | +19.2% | 7,946 | -4.3% | 0.32% | +12.6% |
| Q4 2022 | $618,775 | -0.3% | 8,307 | -1.8% | 0.29% | -10.6% |
| Q3 2022 | $620,740 | -8.2% | 8,460 | 0.0% | 0.32% | -5.3% |
| Q2 2022 | $676,384 | -9.7% | 8,460 | +16.4% | 0.34% | +4.6% |
| Q1 2022 | $748,986 | -20.5% | 7,269 | -11.4% | 0.32% | -14.8% |
| Q4 2021 | $942,076 | – | 8,205 | – | 0.38% | – |
Download | ||||||
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% |