ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 114 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $301,000 | -35.0% | 2,238 | -35.7% | 0.13% | -39.8% |
| Q4 2020 | $463,000 | +9.5% | 3,482 | 0.0% | 0.21% | +28.7% |
| Q3 2020 | $423,000 | +12.2% | 3,482 | -1.6% | 0.16% | -1.2% |
| Q2 2020 | $377,000 | -3.8% | 3,537 | -24.1% | 0.17% | -56.5% |
| Q1 2020 | $392,000 | -33.3% | 4,661 | -23.4% | 0.38% | +54.7% |
| Q4 2019 | $588,000 | -48.8% | 6,083 | -53.9% | 0.25% | -42.2% |
| Q3 2019 | $1,148,000 | -0.1% | 13,189 | -1.5% | 0.43% | -13.9% |
| Q2 2019 | $1,149,000 | -23.9% | 13,391 | -27.1% | 0.50% | -22.9% |
| Q1 2019 | $1,510,000 | -69.5% | 18,358 | -73.4% | 0.64% | -74.2% |
| Q4 2018 | $4,954,000 | – | 69,042 | – | 2.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |