ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 97 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,884 | -3.0% | 1,436 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $227,676 | -9.5% | 1,436 | -20.7% | 0.02% | -20.8% |
| Q1 2023 | $251,509 | +15.3% | 1,810 | 0.0% | 0.02% | +9.1% |
| Q4 2022 | $218,109 | -37.3% | 1,810 | -37.8% | 0.02% | -45.0% |
| Q3 2022 | $348,000 | +5.5% | 2,910 | +10.4% | 0.04% | +8.1% |
| Q2 2022 | $330,000 | -21.1% | 2,635 | +0.1% | 0.04% | -7.5% |
| Q1 2022 | $418,000 | +72.0% | 2,633 | +87.9% | 0.04% | +73.9% |
| Q4 2021 | $243,000 | +0.4% | 1,401 | -12.8% | 0.02% | -11.5% |
| Q3 2021 | $242,000 | 0.0% | 1,606 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $242,000 | +12.0% | 1,606 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $216,000 | +0.9% | 1,606 | 0.0% | 0.02% | -7.4% |
| Q4 2020 | $214,000 | +2.4% | 1,606 | -7.0% | 0.03% | -3.6% |
| Q3 2020 | $209,000 | +13.6% | 1,726 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $184,000 | -21.7% | 1,726 | -38.0% | 0.03% | -42.6% |
| Q1 2020 | $235,000 | +33.5% | 2,785 | +52.9% | 0.05% | +51.6% |
| Q4 2019 | $176,000 | +18.9% | 1,821 | +7.1% | 0.03% | +6.9% |
| Q3 2019 | $148,000 | +2.1% | 1,701 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $145,000 | +163.6% | 1,701 | +152.0% | 0.03% | +172.7% |
| Q1 2019 | $55,000 | +14.6% | 675 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $48,000 | -17.2% | 675 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $58,000 | +11.5% | 675 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $52,000 | – | 675 | – | 0.01% | – |
Download | ||||||
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% |