ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 204 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
---|---|---|---|
Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |