ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 189 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,349 | +2.5% | 2,219 | +5.7% | 0.04% | +7.7% |
| Q2 2023 | $332,976 | +19.7% | 2,100 | +4.8% | 0.04% | +11.4% |
| Q1 2023 | $278,277 | +20.5% | 2,003 | +3.8% | 0.04% | +6.1% |
| Q3 2022 | $231,000 | +0.4% | 1,930 | +8.4% | 0.03% | +6.5% |
| Q2 2022 | $230,000 | -11.2% | 1,780 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $259,000 | -17.5% | 1,780 | -1.7% | 0.03% | -11.1% |
| Q4 2021 | $314,000 | +13.8% | 1,810 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $276,000 | -4.2% | 1,810 | 0.0% | 0.04% | -11.9% |
| Q2 2021 | $288,000 | +18.0% | 1,810 | 0.0% | 0.04% | +7.7% |
| Q1 2021 | $244,000 | -0.4% | 1,810 | 0.0% | 0.04% | -7.1% |
| Q4 2020 | $245,000 | +11.4% | 1,810 | 0.0% | 0.04% | -4.5% |
| Q3 2020 | $220,000 | – | 1,810 | – | 0.04% | – |
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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% |