ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 40 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $92,000 | +13.6% | 529 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $81,000 | +1.2% | 529 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $80,000 | +233.3% | 533 | +204.6% | 0.01% | +200.0% |
| Q1 2021 | $24,000 | +380.0% | 175 | +414.7% | 0.00% | – |
| Q4 2020 | $5,000 | -76.2% | 34 | -80.6% | 0.00% | -100.0% |
| Q3 2020 | $21,000 | +16.7% | 175 | -16.3% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -10.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $20,000 | +11.1% | 209 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | +200.0% | 209 | +207.4% | 0.00% | +100.0% |
| Q2 2019 | $6,000 | +200.0% | 68 | +151.9% | 0.00% | – |
| Q3 2016 | $2,000 | +100.0% | 27 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | -50.0% | 27 | -42.6% | 0.00% | -100.0% |
| Q2 2015 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | -93.9% | 47 | -93.1% | 0.00% | -85.7% |
| Q3 2014 | $33,000 | +10.0% | 677 | +7.5% | 0.01% | -56.2% |
| Q2 2014 | $30,000 | – | 630 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |