ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 54 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,195,000 | -8.4% | 7,521 | -0.1% | 0.01% | -11.1% |
| Q4 2021 | $1,305,000 | +10.3% | 7,530 | -2.8% | 0.01% | 0.0% |
| Q3 2021 | $1,183,000 | +47.9% | 7,746 | +45.8% | 0.01% | +50.0% |
| Q2 2021 | $800,000 | +17.6% | 5,311 | +5.0% | 0.01% | 0.0% |
| Q1 2021 | $680,000 | -76.7% | 5,056 | -77.0% | 0.01% | -77.8% |
| Q4 2020 | $2,923,000 | +11.6% | 21,971 | +1.8% | 0.03% | -3.6% |
| Q3 2020 | $2,619,000 | +13.9% | 21,579 | +0.0% | 0.03% | -12.5% |
| Q2 2020 | $2,300,000 | +24.0% | 21,570 | -2.1% | 0.03% | +23.1% |
| Q1 2020 | $1,855,000 | -16.5% | 22,027 | -4.2% | 0.03% | +4.0% |
| Q4 2019 | $2,222,000 | +25.1% | 23,002 | +12.8% | 0.02% | +19.0% |
| Q3 2019 | $1,776,000 | +6.0% | 20,396 | +4.4% | 0.02% | +5.0% |
| Q2 2019 | $1,676,000 | +9.2% | 19,538 | +4.6% | 0.02% | 0.0% |
| Q1 2019 | $1,535,000 | +3.2% | 18,672 | -9.9% | 0.02% | -9.1% |
| Q4 2018 | $1,487,000 | -2.7% | 20,719 | +15.8% | 0.02% | +15.8% |
| Q3 2018 | $1,529,000 | +33.5% | 17,899 | +12.1% | 0.02% | +18.8% |
| Q2 2018 | $1,145,000 | -0.2% | 15,960 | +0.7% | 0.02% | 0.0% |
| Q1 2018 | $1,147,000 | -10.6% | 15,850 | -11.4% | 0.02% | -5.9% |
| Q4 2017 | $1,283,000 | +10.8% | 17,893 | +2.4% | 0.02% | +6.2% |
| Q3 2017 | $1,158,000 | +41.7% | 17,475 | +34.7% | 0.02% | +14.3% |
| Q2 2017 | $817,000 | +6.4% | 12,970 | +4.1% | 0.01% | +7.7% |
| Q1 2017 | $768,000 | +67.7% | 12,463 | +53.3% | 0.01% | +85.7% |
| Q4 2016 | $458,000 | +14.5% | 8,128 | +13.4% | 0.01% | 0.0% |
| Q3 2016 | $400,000 | – | 7,170 | – | 0.01% | – |
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% |