ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 195 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $282,000 | +11.9% | 2,702 | +8.0% | 0.10% | +12.5% |
| Q3 2014 | $252,000 | -33.7% | 2,502 | -36.2% | 0.09% | -33.3% |
| Q2 2014 | $380,000 | -5.9% | 3,923 | -11.5% | 0.13% | +69.2% |
| Q1 2014 | $404,000 | +213.2% | 4,434 | +204.3% | 0.08% | +44.4% |
| Q4 2013 | $129,000 | +437.5% | 1,457 | +373.1% | 0.05% | +350.0% |
| Q3 2013 | $24,000 | +4.3% | 308 | 0.0% | 0.01% | -20.0% |
| Q2 2013 | $23,000 | – | 308 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Giralda Advisors, LLC | 391,800 | $41,123,000 | 16.02% |
| CINQUE PARTNERS LLC | 89,414 | $9,385,000 | 14.38% |
| Pinnacle Advisory Group, Inc. | 862,341 | $90,511,000 | 8.10% |
| US FINANCIAL ADVISORS, LLC | 58,710 | $6,162,000 | 5.60% |
| Manifold Partners, LLC | 35,761 | $3,753,000 | 3.71% |
| Arrow Investment Advisors, LLC | 168,240 | $17,658,000 | 3.24% |
| Simplicity Solutions, LLC | 24,884 | $2,612,000 | 3.09% |
| Concorde Asset Management, LLC | 23,668 | $2,484,000 | 2.83% |
| Stillwater Capital Advisors, LLC | 78,387 | $8,228,000 | 2.50% |
| Commonwealth Financial Services, LLC | 26,315 | $2,762,000 | 2.43% |