ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 51 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,620,886 | -0.6% | 30,039 | +2.4% | 0.04% | +2.5% |
| Q2 2023 | $4,650,514 | +8.4% | 29,330 | -5.0% | 0.04% | -2.4% |
| Q1 2023 | $4,289,335 | +116142.1% | 30,874 | +0.8% | 0.04% | – |
| Q4 2022 | $3,690 | -99.9% | 30,618 | +0.2% | 0.00% | -100.0% |
| Q3 2022 | $3,652,000 | -3.0% | 30,560 | +1.6% | 0.04% | +23.5% |
| Q2 2022 | $3,766,000 | -20.5% | 30,069 | +0.9% | 0.03% | -5.6% |
| Q1 2022 | $4,736,000 | -19.7% | 29,813 | -12.3% | 0.04% | -18.2% |
| Q4 2021 | $5,895,000 | -6.8% | 34,006 | -17.9% | 0.04% | +10.0% |
| Q3 2021 | $6,327,000 | +45.5% | 41,439 | +43.5% | 0.04% | +5.3% |
| Q2 2021 | $4,349,000 | +17.9% | 28,876 | +5.3% | 0.04% | +8.6% |
| Q1 2021 | $3,689,000 | +3.8% | 27,418 | +2.6% | 0.04% | -5.4% |
| Q4 2020 | $3,555,000 | +30.3% | 26,722 | +18.8% | 0.04% | +5.7% |
| Q3 2020 | $2,729,000 | +49.0% | 22,485 | +30.9% | 0.04% | +40.0% |
| Q2 2020 | $1,832,000 | +31.4% | 17,181 | +3.8% | 0.02% | -3.8% |
| Q1 2020 | $1,394,000 | -14.7% | 16,556 | -2.2% | 0.03% | +4.0% |
| Q4 2019 | $1,635,000 | +16.0% | 16,925 | +4.6% | 0.02% | +13.6% |
| Q3 2019 | $1,409,000 | +4.4% | 16,180 | +2.9% | 0.02% | -8.3% |
| Q2 2019 | $1,349,000 | +5.0% | 15,721 | +0.6% | 0.02% | -4.0% |
| Q1 2019 | $1,285,000 | +23.4% | 15,626 | +7.7% | 0.02% | 0.0% |
| Q4 2018 | $1,041,000 | -13.5% | 14,503 | +2.9% | 0.02% | 0.0% |
| Q3 2018 | $1,204,000 | +262.7% | 14,097 | +234.1% | 0.02% | +400.0% |
| Q2 2018 | $332,000 | -39.7% | 4,219 | -43.5% | 0.01% | -77.3% |
| Q1 2018 | $551,000 | +53.5% | 7,471 | +57.6% | 0.02% | +46.7% |
| Q4 2017 | $359,000 | -62.1% | 4,741 | -65.6% | 0.02% | -34.8% |
| Q3 2017 | $947,000 | +7.5% | 13,787 | +1.1% | 0.02% | -4.2% |
| Q2 2017 | $881,000 | +15.2% | 13,635 | +9.3% | 0.02% | +14.3% |
| Q1 2017 | $765,000 | +13.0% | 12,480 | +6.4% | 0.02% | -4.5% |
| Q4 2016 | $677,000 | +6.1% | 11,733 | +2.1% | 0.02% | -15.4% |
| Q3 2016 | $638,000 | +47.3% | 11,490 | +43.3% | 0.03% | +52.9% |
| Q2 2016 | $433,000 | +62.2% | 8,016 | +61.6% | 0.02% | +30.8% |
| Q1 2016 | $267,000 | – | 4,960 | – | 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% |