ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 86 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,007 | -3.8% | 227,570 | -0.9% | 0.16% | -1.8% |
| Q2 2023 | $36,393 | +20.2% | 229,522 | +5.3% | 0.17% | +11.4% |
| Q1 2023 | $30,288 | -7.8% | 218,013 | -20.0% | 0.15% | -12.4% |
| Q4 2022 | $32,841 | -99.9% | 272,469 | +28.9% | 0.17% | +19.7% |
| Q3 2022 | $25,260,000 | +55.3% | 211,397 | +62.8% | 0.14% | +61.4% |
| Q2 2022 | $16,261,000 | -18.1% | 129,840 | +3.9% | 0.09% | -3.3% |
| Q1 2022 | $19,863,000 | -46.8% | 125,025 | -41.9% | 0.09% | -45.5% |
| Q4 2021 | $37,307,000 | +168.9% | 215,213 | +136.8% | 0.17% | +142.0% |
| Q3 2021 | $13,876,000 | -9.3% | 90,887 | -10.5% | 0.07% | -5.5% |
| Q2 2021 | $15,293,000 | +37.4% | 101,545 | +22.8% | 0.07% | +21.7% |
| Q1 2021 | $11,127,000 | +22.3% | 82,704 | +21.0% | 0.06% | +13.2% |
| Q4 2020 | $9,096,000 | -6.4% | 68,371 | -14.6% | 0.05% | -19.7% |
| Q3 2020 | $9,720,000 | +28.7% | 80,089 | +13.1% | 0.07% | +15.8% |
| Q2 2020 | $7,551,000 | +73.5% | 70,825 | +37.0% | 0.06% | +35.7% |
| Q1 2020 | $4,353,000 | +1.6% | 51,696 | +16.5% | 0.04% | +27.3% |
| Q4 2019 | $4,285,000 | +20.4% | 44,371 | +8.6% | 0.03% | +6.5% |
| Q3 2019 | $3,558,000 | +43.6% | 40,871 | +41.5% | 0.03% | +34.8% |
| Q2 2019 | $2,478,000 | +21.8% | 28,876 | +16.8% | 0.02% | +21.1% |
| Q1 2019 | $2,034,000 | +8.7% | 24,733 | -5.2% | 0.02% | -9.5% |
| Q4 2018 | $1,871,000 | +1.2% | 26,083 | +20.5% | 0.02% | +16.7% |
| Q3 2018 | $1,849,000 | +4.5% | 21,641 | -4.2% | 0.02% | -5.3% |
| Q2 2018 | $1,770,000 | +12.5% | 22,597 | +6.0% | 0.02% | +5.6% |
| Q1 2018 | $1,573,000 | +20.6% | 21,327 | +19.7% | 0.02% | +20.0% |
| Q4 2017 | $1,304,000 | +28.7% | 17,821 | +19.3% | 0.02% | +7.1% |
| Q3 2017 | $1,013,000 | -9.4% | 14,937 | -13.9% | 0.01% | -12.5% |
| Q2 2017 | $1,118,000 | +23.8% | 17,342 | +18.2% | 0.02% | +6.7% |
| Q1 2017 | $903,000 | +77.8% | 14,671 | +62.6% | 0.02% | +50.0% |
| Q4 2016 | $508,000 | +3.7% | 9,025 | +2.9% | 0.01% | +11.1% |
| Q3 2016 | $490,000 | +18.9% | 8,772 | +14.7% | 0.01% | 0.0% |
| Q2 2016 | $412,000 | – | 7,648 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |