ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544 | -99.9% | 3,537 | +4.8% | 0.07% | 0.0% |
| Q2 2023 | $535,234 | +15.8% | 3,375 | +1.4% | 0.07% | -1.4% |
| Q1 2023 | $462,329 | +14.7% | 3,327 | -0.5% | 0.07% | +7.7% |
| Q4 2022 | $403,111 | +22.2% | 3,344 | +20.9% | 0.06% | +132.1% |
| Q3 2022 | $330,000 | +9.6% | 2,766 | +15.0% | 0.03% | -40.4% |
| Q2 2022 | $301,000 | -7.7% | 2,406 | +16.9% | 0.05% | -6.0% |
| Q1 2022 | $326,000 | -6.1% | 2,058 | +2.8% | 0.05% | +284.6% |
| Q4 2021 | $347,000 | +49.6% | 2,002 | +31.9% | 0.01% | -62.9% |
| Q3 2021 | $232,000 | +2.2% | 1,518 | +0.9% | 0.04% | +2.9% |
| Q2 2021 | $227,000 | -82.6% | 1,505 | -88.9% | 0.03% | -86.8% |
| Q4 2019 | $1,305,000 | +10.1% | 13,514 | -0.7% | 0.26% | +1.2% |
| Q3 2019 | $1,185,000 | +5.1% | 13,613 | +3.6% | 0.25% | -6.3% |
| Q2 2019 | $1,127,000 | +8.8% | 13,134 | +4.3% | 0.27% | -6.6% |
| Q1 2019 | $1,036,000 | +17.5% | 12,598 | +2.5% | 0.29% | -11.9% |
| Q4 2018 | $882,000 | -32.5% | 12,296 | -19.6% | 0.33% | -19.6% |
| Q3 2018 | $1,306,000 | +4.9% | 15,289 | -3.8% | 0.41% | -6.8% |
| Q2 2018 | $1,245,000 | +19.4% | 15,899 | +12.5% | 0.44% | +40.7% |
| Q1 2018 | $1,043,000 | +15.8% | 14,138 | +14.7% | 0.31% | +15.1% |
| Q4 2017 | $901,000 | +77.7% | 12,321 | +64.9% | 0.27% | +120.3% |
| Q3 2017 | $507,000 | +34.8% | 7,474 | +28.3% | 0.12% | +26.8% |
| Q2 2017 | $376,000 | +37.7% | 5,825 | +31.3% | 0.10% | +27.6% |
| Q1 2017 | $273,000 | +1416.7% | 4,437 | +834.1% | 0.08% | +660.0% |
| Q2 2013 | $18,000 | – | 475 | – | 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% |