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 | $9,823,129 | -20.0% | 63,857 | -17.5% | 0.06% | -27.1% |
| Q2 2023 | $12,273,419 | +32.2% | 77,406 | +15.8% | 0.08% | +25.0% |
| Q1 2023 | $9,286,647 | +141.5% | 66,844 | +109.5% | 0.07% | +119.4% |
| Q4 2022 | $3,844,844 | -6.7% | 31,899 | -7.5% | 0.03% | -39.2% |
| Q3 2022 | $4,119,000 | +3.6% | 34,472 | +8.6% | 0.05% | 0.0% |
| Q2 2022 | $3,975,000 | -67.8% | 31,739 | -59.1% | 0.05% | -66.0% |
| Q1 2022 | $12,343,000 | -11.4% | 77,695 | -3.3% | 0.15% | -12.3% |
| Q4 2021 | $13,924,000 | +29.8% | 80,320 | +14.3% | 0.17% | +17.9% |
| Q3 2021 | $10,728,000 | +55.7% | 70,269 | +53.5% | 0.14% | +49.5% |
| Q2 2021 | $6,892,000 | +1627.3% | 45,765 | +1443.5% | 0.10% | +1112.5% |
| Q1 2021 | $399,000 | +50.0% | 2,965 | +48.3% | 0.01% | +33.3% |
| Q4 2020 | $266,000 | -16.6% | 1,999 | -23.9% | 0.01% | -25.0% |
| Q3 2020 | $319,000 | -28.3% | 2,627 | -37.0% | 0.01% | -33.3% |
| Q2 2020 | $445,000 | -2.2% | 4,173 | -22.7% | 0.01% | -20.0% |
| Q1 2020 | $455,000 | -30.1% | 5,398 | -19.7% | 0.02% | -11.8% |
| Q4 2019 | $651,000 | +7.8% | 6,726 | -2.7% | 0.02% | -5.6% |
| Q3 2019 | $604,000 | -1.9% | 6,914 | -3.9% | 0.02% | -5.3% |
| Q2 2019 | $616,000 | -27.5% | 7,193 | -30.6% | 0.02% | -32.1% |
| Q1 2019 | $850,000 | +7.5% | 10,358 | -6.1% | 0.03% | -9.7% |
| Q4 2018 | $791,000 | -19.0% | 11,035 | -3.5% | 0.03% | -8.8% |
| Q3 2018 | $976,000 | +7.0% | 11,433 | -1.7% | 0.03% | -26.1% |
| Q2 2018 | $912,000 | +3.8% | 11,627 | -2.6% | 0.05% | +17.9% |
| Q1 2018 | $879,000 | -1.1% | 11,937 | -2.0% | 0.04% | +5.4% |
| Q4 2017 | $889,000 | +13.2% | 12,182 | +5.8% | 0.04% | +2.8% |
| Q3 2017 | $785,000 | -0.3% | 11,514 | -5.8% | 0.04% | -2.7% |
| Q2 2017 | $787,000 | +19.1% | 12,220 | +13.8% | 0.04% | +15.6% |
| Q1 2017 | $661,000 | +20.0% | 10,735 | +10.1% | 0.03% | +10.3% |
| Q4 2016 | $551,000 | -40.6% | 9,747 | -41.3% | 0.03% | -17.1% |
| Q3 2016 | $928,000 | – | 16,608 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |