ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 141 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542 | +28.1% | 3,521 | +32.0% | 0.00% | +100.0% |
| Q2 2023 | $423 | +33.9% | 2,667 | +17.1% | 0.00% | 0.0% |
| Q1 2023 | $316 | +12.1% | 2,277 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $282 | -99.9% | 2,337 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $284,000 | -5.3% | 2,379 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $300,000 | -21.5% | 2,379 | -1.1% | 0.00% | -50.0% |
| Q1 2022 | $382,000 | -7.5% | 2,406 | +1.0% | 0.00% | 0.0% |
| Q4 2021 | $413,000 | +11.0% | 2,381 | -2.3% | 0.00% | 0.0% |
| Q3 2021 | $372,000 | -0.8% | 2,438 | -2.0% | 0.00% | 0.0% |
| Q2 2021 | $375,000 | +19.8% | 2,489 | +7.1% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | -1.6% | 2,323 | -2.8% | 0.00% | 0.0% |
| Q4 2020 | $318,000 | +9.7% | 2,389 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $290,000 | +21.8% | 2,389 | +7.1% | 0.00% | 0.0% |
| Q2 2020 | $238,000 | +17.8% | 2,230 | +6.6% | 0.00% | +100.0% |
| Q4 2019 | $202,000 | – | 2,092 | – | 0.00% | – |
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% |