ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 189 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,130,812 | -9.5% | 9,382 | -10.3% | 0.00% | 0.0% |
| Q3 2022 | $1,250,000 | -58.1% | 10,463 | -44.3% | 0.00% | 0.0% |
| Q1 2022 | $2,983,000 | +36.6% | 18,777 | +4.4% | 0.00% | 0.0% |
| Q3 2020 | $2,183,000 | +34.2% | 17,986 | +6.7% | 0.00% | -50.0% |
| Q4 2019 | $1,627,000 | +0.7% | 16,851 | -9.2% | 0.00% | -33.3% |
| Q3 2019 | $1,615,000 | -27.1% | 18,556 | -28.1% | 0.00% | -25.0% |
| Q2 2019 | $2,214,000 | +95.2% | 25,804 | +87.1% | 0.00% | +100.0% |
| Q1 2019 | $1,134,000 | -43.9% | 13,788 | -51.1% | 0.00% | -50.0% |
| Q4 2018 | $2,022,000 | +16.1% | 28,185 | +19.4% | 0.00% | -20.0% |
| Q1 2018 | $1,741,000 | -28.7% | 23,605 | -29.3% | 0.01% | -28.6% |
| Q4 2017 | $2,441,000 | +135.4% | 33,371 | +118.3% | 0.01% | +133.3% |
| Q3 2017 | $1,037,000 | +0.5% | 15,284 | -17.3% | 0.00% | -40.0% |
| Q3 2016 | $1,032,000 | -32.4% | 18,479 | -35.2% | 0.01% | -44.4% |
| Q4 2015 | $1,526,000 | +26.1% | 28,509 | +16.5% | 0.01% | +12.5% |
| Q3 2015 | $1,210,000 | +32.4% | 24,474 | +39.4% | 0.01% | +33.3% |
| Q2 2015 | $914,000 | +105.4% | 17,551 | +88.2% | 0.01% | 0.0% |
| Q2 2014 | $445,000 | -63.6% | 9,326 | -65.4% | 0.01% | -57.1% |
| Q1 2014 | $1,222,000 | – | 26,977 | – | 0.01% | – |
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% |