ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 145 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,737,000 | +9.4% | 232,403 | +12.8% | 0.07% | +4.7% |
| Q2 2023 | $32,680,000 | +58.9% | 206,086 | +39.3% | 0.06% | +42.2% |
| Q1 2023 | $20,568,000 | +22.2% | 147,918 | +5.9% | 0.04% | +18.4% |
| Q4 2022 | $16,830,000 | +8.0% | 139,651 | +7.2% | 0.04% | -9.5% |
| Q3 2022 | $15,584,000 | +450.5% | 130,266 | +478.6% | 0.04% | +500.0% |
| Q2 2022 | $2,831,000 | -20.4% | 22,515 | +0.5% | 0.01% | -12.5% |
| Q1 2022 | $3,556,000 | -9.2% | 22,395 | -1.0% | 0.01% | -11.1% |
| Q4 2021 | $3,918,000 | +9.3% | 22,610 | -3.4% | 0.01% | -10.0% |
| Q3 2021 | $3,584,000 | +5.8% | 23,416 | +4.6% | 0.01% | 0.0% |
| Q2 2021 | $3,388,000 | +20.1% | 22,393 | +6.5% | 0.01% | +11.1% |
| Q1 2021 | $2,820,000 | +1.3% | 21,021 | +0.7% | 0.01% | -25.0% |
| Q4 2020 | $2,785,000 | +11.4% | 20,878 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $2,501,000 | +8.9% | 20,693 | -3.7% | 0.01% | -7.7% |
| Q2 2020 | $2,296,000 | +41.1% | 21,477 | +10.9% | 0.01% | +18.2% |
| Q1 2020 | $1,627,000 | -11.8% | 19,365 | +1.3% | 0.01% | 0.0% |
| Q4 2019 | $1,845,000 | +13.9% | 19,121 | +2.7% | 0.01% | +22.2% |
| Q3 2019 | $1,620,000 | +0.6% | 18,622 | -1.0% | 0.01% | -10.0% |
| Q2 2019 | $1,611,000 | +29.4% | 18,805 | +23.6% | 0.01% | +25.0% |
| Q1 2019 | $1,245,000 | +12.4% | 15,214 | -1.1% | 0.01% | 0.0% |
| Q4 2018 | $1,108,000 | -15.4% | 15,378 | +0.7% | 0.01% | -11.1% |
| Q3 2018 | $1,309,000 | +8.9% | 15,270 | -0.3% | 0.01% | 0.0% |
| Q2 2018 | $1,202,000 | +10.4% | 15,309 | +3.5% | 0.01% | 0.0% |
| Q1 2018 | $1,089,000 | +18.8% | 14,786 | +17.9% | 0.01% | +12.5% |
| Q4 2017 | $917,000 | +9.2% | 12,537 | +0.8% | 0.01% | +14.3% |
| Q3 2017 | $840,000 | +5.5% | 12,439 | -0.1% | 0.01% | 0.0% |
| Q2 2017 | $796,000 | +9.5% | 12,455 | +4.9% | 0.01% | 0.0% |
| Q1 2017 | $727,000 | +8.2% | 11,869 | +0.6% | 0.01% | 0.0% |
| Q4 2016 | $672,000 | +1.4% | 11,793 | +1.1% | 0.01% | -12.5% |
| Q3 2016 | $663,000 | +14.9% | 11,670 | +9.5% | 0.01% | +14.3% |
| Q2 2016 | $577,000 | -8.4% | 10,654 | -8.4% | 0.01% | +250.0% |
| Q1 2016 | $630,000 | -30.0% | 11,636 | -30.7% | 0.00% | -81.8% |
| Q4 2015 | $900,000 | +4.4% | 16,801 | -4.2% | 0.01% | 0.0% |
| Q3 2015 | $862,000 | -2.3% | 17,544 | +55.5% | 0.01% | -21.4% |
| Q2 2015 | $882,000 | +3.5% | 11,283 | -31.4% | 0.01% | +7.7% |
| Q1 2015 | $852,000 | -18.2% | 16,451 | -20.3% | 0.01% | -18.8% |
| Q4 2014 | $1,041,000 | +0.8% | 20,636 | -3.0% | 0.02% | -5.9% |
| Q3 2014 | $1,033,000 | +8.7% | 21,281 | +6.9% | 0.02% | +6.2% |
| Q2 2014 | $950,000 | +10.3% | 19,907 | +4.7% | 0.02% | -5.9% |
| Q1 2014 | $861,000 | +22.3% | 19,013 | +22.0% | 0.02% | +21.4% |
| Q4 2013 | $704,000 | – | 15,583 | – | 0.01% | – |
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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% |