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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $330,000 | +1.2% | 2,450 | 0.0% | 0.09% | +3.3% |
Q4 2020 | $326,000 | +9.8% | 2,450 | 0.0% | 0.09% | -5.3% |
Q3 2020 | $297,000 | +13.8% | 2,450 | 0.0% | 0.10% | +13.1% |
Q2 2020 | $261,000 | +26.7% | 2,450 | 0.0% | 0.08% | +3.7% |
Q1 2020 | $206,000 | -13.1% | 2,450 | 0.0% | 0.08% | +12.5% |
Q4 2019 | $237,000 | +11.3% | 2,450 | 0.0% | 0.07% | 0.0% |
Q3 2019 | $213,000 | -64.3% | 2,450 | -64.7% | 0.07% | -61.9% |
Q2 2019 | $596,000 | +4.4% | 6,950 | 0.0% | 0.19% | +10.5% |
Q1 2019 | $571,000 | – | 6,950 | – | 0.17% | – |
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% |