ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 98 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,767,364 | -33.1% | 45,531 | -39.1% | 0.16% | -35.5% |
Q1 2024 | $14,593,995 | +54.0% | 74,802 | +38.4% | 0.24% | +36.7% |
Q4 2023 | $9,473,789 | +16.0% | 54,067 | +1.9% | 0.18% | +0.6% |
Q3 2023 | $8,163,890 | -6.7% | 53,070 | -3.8% | 0.18% | -11.1% |
Q2 2023 | $8,751,669 | +81.1% | 55,194 | +58.6% | 0.20% | +53.5% |
Q1 2023 | $4,833,838 | -10.9% | 34,793 | -22.7% | 0.13% | -5.8% |
Q4 2022 | $5,425,864 | -6.0% | 45,016 | -6.9% | 0.14% | -14.9% |
Q3 2022 | $5,775,000 | +2.8% | 48,331 | +7.7% | 0.16% | +13.4% |
Q2 2022 | $5,618,000 | -2.9% | 44,861 | +23.1% | 0.14% | +10.1% |
Q1 2022 | $5,788,000 | +46.7% | 36,434 | +60.1% | 0.13% | +48.3% |
Q4 2021 | $3,945,000 | +14.8% | 22,755 | +1.1% | 0.09% | 0.0% |
Q3 2021 | $3,436,000 | +2.8% | 22,504 | +1.4% | 0.09% | +4.8% |
Q2 2021 | $3,343,000 | +20.9% | 22,198 | +8.0% | 0.08% | +7.8% |
Q1 2021 | $2,765,000 | -4.3% | 20,553 | -5.4% | 0.08% | -10.5% |
Q4 2020 | $2,889,000 | +9.6% | 21,718 | -0.0% | 0.09% | -1.1% |
Q3 2020 | $2,637,000 | +16.5% | 21,728 | +2.3% | 0.09% | +7.4% |
Q2 2020 | $2,264,000 | +105.6% | 21,236 | +62.4% | 0.08% | +62.0% |
Q1 2020 | $1,101,000 | -31.7% | 13,075 | -21.6% | 0.05% | -20.6% |
Q4 2019 | $1,611,000 | +12.4% | 16,681 | +1.4% | 0.06% | +1.6% |
Q3 2019 | $1,433,000 | +0.1% | 16,454 | -1.4% | 0.06% | 0.0% |
Q2 2019 | $1,432,000 | +11.4% | 16,692 | +6.8% | 0.06% | +6.9% |
Q1 2019 | $1,285,000 | +163.3% | 15,629 | +129.6% | 0.06% | +132.0% |
Q4 2018 | $488,000 | -34.5% | 6,807 | -21.9% | 0.02% | -24.2% |
Q3 2018 | $745,000 | +12.9% | 8,718 | +3.4% | 0.03% | +13.8% |
Q2 2018 | $660,000 | +6.5% | 8,430 | +0.2% | 0.03% | +11.5% |
Q1 2018 | $620,000 | -25.7% | 8,409 | -26.2% | 0.03% | -29.7% |
Q4 2017 | $834,000 | +12.4% | 11,402 | +4.2% | 0.04% | +5.7% |
Q3 2017 | $742,000 | +43.0% | 10,940 | +35.9% | 0.04% | +29.6% |
Q2 2017 | $519,000 | +4.2% | 8,048 | -0.5% | 0.03% | -3.6% |
Q1 2017 | $498,000 | – | 8,086 | – | 0.03% | – |
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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% |