ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,759 | -13.3% | 655 | -10.6% | 0.02% | -17.9% |
| Q2 2023 | $116,225 | +14.1% | 733 | 0.0% | 0.03% | +3.7% |
| Q1 2023 | $101,837 | -1.5% | 733 | -14.6% | 0.03% | -10.0% |
| Q4 2022 | $103,415 | -21.7% | 858 | -22.5% | 0.03% | -28.6% |
| Q3 2022 | $132,000 | +29.4% | 1,107 | +36.3% | 0.04% | +35.5% |
| Q2 2022 | $102,000 | -20.9% | 812 | 0.0% | 0.03% | -8.8% |
| Q1 2022 | $129,000 | -8.5% | 812 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $141,000 | +13.7% | 812 | 0.0% | 0.04% | -5.4% |
| Q3 2021 | $124,000 | +0.8% | 812 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $123,000 | +12.8% | 812 | 0.0% | 0.04% | +9.1% |
| Q1 2021 | $109,000 | +0.9% | 812 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $108,000 | +10.2% | 812 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $98,000 | +12.6% | 812 | 0.0% | 0.03% | +21.4% |
| Q2 2020 | $87,000 | +27.9% | 812 | 0.0% | 0.03% | +7.7% |
| Q1 2020 | $68,000 | +7.9% | 812 | +24.0% | 0.03% | +44.4% |
| Q4 2019 | $63,000 | +10.5% | 655 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $57,000 | +1.8% | 655 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $56,000 | +3.7% | 655 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $54,000 | +14.9% | 655 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $47,000 | -16.1% | 655 | 0.0% | 0.02% | -10.5% |
| Q3 2018 | $56,000 | +9.8% | 655 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $51,000 | +6.2% | 655 | 0.0% | 0.02% | +5.6% |
| Q1 2018 | $48,000 | 0.0% | 655 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $48,000 | +9.1% | 655 | 0.0% | 0.02% | +5.9% |
| Q3 2017 | $44,000 | – | 655 | – | 0.02% | – |
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% |