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 | $4,116,029 | -43.8% | 26,757 | -42.1% | 0.48% | -46.1% |
| Q2 2023 | $7,322,660 | +2727.3% | 46,183 | +2060.1% | 0.89% | +1925.0% |
| Q3 2020 | $259,000 | -88.0% | 2,138 | -89.4% | 0.04% | -88.9% |
| Q2 2020 | $2,150,000 | +545.6% | 20,166 | +410.0% | 0.40% | +396.2% |
| Q1 2020 | $333,000 | -67.0% | 3,954 | -62.1% | 0.08% | -57.7% |
| Q4 2019 | $1,009,000 | -87.0% | 10,444 | -88.3% | 0.19% | -87.2% |
| Q3 2019 | $7,791,000 | – | 89,487 | – | 1.48% | – |
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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% |