ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 146 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,145,682 | +19.4% | 10,002 | +8.6% | 0.00% | 0.0% |
Q1 2024 | $1,797,341 | +12.1% | 9,212 | +0.7% | 0.00% | -33.3% |
Q4 2023 | $1,603,587 | +15.7% | 9,152 | +1.6% | 0.00% | +50.0% |
Q3 2023 | $1,386,162 | -3.7% | 9,011 | -0.8% | 0.00% | 0.0% |
Q2 2023 | $1,439,883 | +12.3% | 9,081 | -1.6% | 0.00% | 0.0% |
Q1 2023 | $1,282,324 | -0.4% | 9,230 | -13.6% | 0.00% | 0.0% |
Q4 2022 | $1,287,743 | +2.9% | 10,684 | +2.0% | 0.00% | 0.0% |
Q3 2022 | $1,251,000 | -13.6% | 10,471 | -9.5% | 0.00% | 0.0% |
Q2 2022 | $1,448,000 | -36.2% | 11,565 | -19.1% | 0.00% | -50.0% |
Q1 2022 | $2,270,000 | +17.2% | 14,289 | +27.9% | 0.00% | +33.3% |
Q4 2021 | $1,937,000 | +11.3% | 11,173 | -1.9% | 0.00% | 0.0% |
Q3 2021 | $1,740,000 | -9.0% | 11,395 | -10.2% | 0.00% | 0.0% |
Q2 2021 | $1,912,000 | +25.7% | 12,696 | +12.3% | 0.00% | 0.0% |
Q1 2021 | $1,521,000 | -34.2% | 11,307 | -35.0% | 0.00% | -40.0% |
Q4 2020 | $2,313,000 | +44.6% | 17,387 | +31.9% | 0.01% | +25.0% |
Q3 2020 | $1,600,000 | -0.2% | 13,182 | -12.4% | 0.00% | -20.0% |
Q2 2020 | $1,604,000 | +51.9% | 15,043 | +20.0% | 0.01% | +25.0% |
Q1 2020 | $1,056,000 | -13.7% | 12,539 | -1.0% | 0.00% | 0.0% |
Q4 2019 | $1,224,000 | +45.7% | 12,669 | +31.3% | 0.00% | +33.3% |
Q3 2019 | $840,000 | -0.5% | 9,646 | -2.0% | 0.00% | 0.0% |
Q2 2019 | $844,000 | +22.1% | 9,839 | +17.0% | 0.00% | +50.0% |
Q1 2019 | $691,000 | +102.0% | 8,407 | +76.5% | 0.00% | +100.0% |
Q4 2018 | $342,000 | +67.6% | 4,763 | +99.7% | 0.00% | 0.0% |
Q3 2018 | $204,000 | +102.0% | 2,385 | +51.7% | 0.00% | 0.0% |
Q2 2017 | $101,000 | -69.8% | 1,572 | -71.0% | 0.00% | -50.0% |
Q1 2017 | $334,000 | +1864.7% | 5,428 | +1703.3% | 0.00% | – |
Q4 2016 | $17,000 | -63.0% | 301 | -63.1% | 0.00% | – |
Q3 2016 | $46,000 | +187.5% | 815 | +170.8% | 0.00% | – |
Q2 2016 | $16,000 | 0.0% | 301 | 0.0% | 0.00% | – |
Q1 2016 | $16,000 | 0.0% | 301 | 0.0% | 0.00% | – |
Q4 2015 | $16,000 | +6.7% | 301 | 0.0% | 0.00% | – |
Q3 2015 | $15,000 | -6.2% | 301 | 0.0% | 0.00% | – |
Q1 2015 | $16,000 | 0.0% | 301 | -16.2% | 0.00% | – |
Q4 2013 | $16,000 | – | 359 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |