ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 70 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,391 | -2.8% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,488 | +14.1% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,056 | +15.2% | 22 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $2,652 | -11.6% | 22 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 22 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $4,000 | -73.3% | 22 | -76.8% | 0.00% | -75.0% |
| Q3 2021 | $15,000 | +7.1% | 95 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $14,000 | +7.7% | 95 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $13,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 95 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 95 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $10,000 | +25.0% | 95 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $8,000 | -11.1% | 95 | 0.0% | 0.01% | +37.5% |
| Q4 2019 | $9,000 | +12.5% | 95 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $8,000 | 0.0% | 95 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $8,000 | 0.0% | 95 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $8,000 | +14.3% | 95 | 0.0% | 0.01% | -15.4% |
| Q4 2018 | $7,000 | -30.0% | 95 | -15.2% | 0.01% | +30.0% |
| Q3 2018 | $10,000 | +11.1% | 112 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $9,000 | +12.5% | 112 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $8,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $8,000 | -99.9% | 112 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $7,222,000 | +4.8% | 112 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $6,891,000 | +8.4% | 112 | 0.0% | 0.01% | +28.6% |
| Q4 2016 | $6,358,000 | -5.9% | 112 | -7.4% | 0.01% | -22.2% |
| Q3 2016 | $6,759,000 | +3.8% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $6,513,000 | -2.3% | 121 | -2.4% | 0.01% | 0.0% |
| Q1 2016 | $6,663,000 | +0.4% | 124 | 0.0% | 0.01% | +12.5% |
| Q4 2015 | $6,639,000 | +8.3% | 124 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $6,131,000 | -5.1% | 124 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $6,460,000 | +0.6% | 124 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $6,421,000 | -5.0% | 124 | -7.5% | 0.01% | -11.1% |
| Q4 2014 | $6,758,000 | – | 134 | – | 0.01% | – |
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% |