ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 164 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,407 | +13.9% | 35,153 | +17.4% | 0.53% | -14.8% |
| Q2 2023 | $4,748 | +47.9% | 29,945 | +29.5% | 0.62% | +31.2% |
| Q1 2023 | $3,211 | +31.5% | 23,116 | +14.1% | 0.47% | +18.8% |
| Q4 2022 | $2,441 | -99.9% | 20,252 | +41.4% | 0.40% | +22.4% |
| Q3 2022 | $1,711,000 | -0.6% | 14,322 | +4.1% | 0.33% | +2.8% |
| Q2 2022 | $1,722,000 | +11.7% | 13,755 | +41.7% | 0.32% | +25.8% |
| Q1 2022 | $1,542,000 | +10.6% | 9,706 | +20.7% | 0.25% | -13.7% |
| Q4 2021 | $1,394,000 | +25.5% | 8,042 | +10.5% | 0.29% | +8.1% |
| Q3 2021 | $1,111,000 | +7.6% | 7,279 | +6.2% | 0.27% | +4.2% |
| Q2 2021 | $1,033,000 | +20.3% | 6,856 | +7.3% | 0.26% | +8.4% |
| Q1 2021 | $859,000 | +2.6% | 6,392 | +1.5% | 0.24% | -7.7% |
| Q4 2020 | $837,000 | +32.0% | 6,297 | +20.4% | 0.26% | +8.8% |
| Q3 2020 | $634,000 | +14.0% | 5,229 | +0.3% | 0.24% | +3.0% |
| Q2 2020 | $556,000 | -24.7% | 5,214 | -40.5% | 0.23% | -12.2% |
| Q1 2020 | $738,000 | +81.8% | 8,769 | +108.4% | 0.26% | +94.8% |
| Q4 2019 | $406,000 | +11.5% | 4,207 | +0.6% | 0.14% | -2.2% |
| Q3 2019 | $364,000 | +42.7% | 4,181 | +34.7% | 0.14% | +31.4% |
| Q1 2019 | $255,000 | – | 3,103 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |