ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 165 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $49,746,573 | +180.9% | 254,980 | +152.3% | 0.12% | -18.8% |
Q4 2023 | $17,708,164 | +114.7% | 101,062 | +88.5% | 0.14% | +102.8% |
Q3 2023 | $8,246,285 | -50.8% | 53,606 | -49.3% | 0.07% | -49.6% |
Q2 2023 | $16,765,363 | +20.3% | 105,735 | +5.4% | 0.14% | +15.6% |
Q1 2023 | $13,940,131 | +211.1% | 100,339 | +169.9% | 0.12% | +190.5% |
Q4 2022 | $4,480,784 | +28.4% | 37,176 | +27.3% | 0.04% | -40.0% |
Q3 2022 | $3,490,000 | +15.4% | 29,209 | +21.0% | 0.07% | +45.8% |
Q2 2022 | $3,024,000 | +13.5% | 24,144 | +44.0% | 0.05% | +26.3% |
Q1 2022 | $2,664,000 | +48.5% | 16,768 | +62.0% | 0.04% | +46.2% |
Q4 2021 | $1,794,000 | +9.7% | 10,348 | -3.4% | 0.03% | 0.0% |
Q3 2021 | $1,636,000 | +2.9% | 10,716 | +1.5% | 0.03% | 0.0% |
Q2 2021 | $1,590,000 | -16.4% | 10,555 | -25.4% | 0.03% | -29.7% |
Q1 2021 | $1,903,000 | -17.1% | 14,142 | -18.0% | 0.04% | -17.8% |
Q4 2020 | $2,296,000 | +17.1% | 17,256 | +6.8% | 0.04% | -72.0% |
Q3 2020 | $1,961,000 | +30.5% | 16,154 | +14.6% | 0.16% | +15.8% |
Q2 2020 | $1,503,000 | +217.1% | 14,101 | +150.4% | 0.14% | +139.7% |
Q1 2020 | $474,000 | – | 5,632 | – | 0.06% | – |
Download |
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% |