ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 118 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,710,257 | +7.4% | 8,766 | -3.5% | 0.28% | +179.4% |
Q4 2023 | $1,592,470 | -43.6% | 9,088 | -50.5% | 0.10% | -41.0% |
Q3 2023 | $2,824,700 | +97.1% | 18,362 | +103.2% | 0.17% | +43.0% |
Q2 2023 | $1,432,945 | +14.7% | 9,037 | +0.5% | 0.12% | +11.0% |
Q1 2023 | $1,249,008 | +15.3% | 8,990 | +0.0% | 0.11% | +2.8% |
Q4 2022 | $1,083,220 | +2.6% | 8,987 | +1.7% | 0.11% | -7.0% |
Q3 2022 | $1,056,000 | -7.7% | 8,841 | -3.2% | 0.11% | +21.3% |
Q2 2022 | $1,144,000 | +24.3% | 9,131 | +57.7% | 0.09% | -6.9% |
Q1 2022 | $920,000 | -40.4% | 5,790 | -35.0% | 0.10% | -38.8% |
Q4 2021 | $1,544,000 | +14.3% | 8,909 | +0.7% | 0.16% | -1.2% |
Q3 2021 | $1,351,000 | +6.5% | 8,851 | +5.1% | 0.17% | +3.1% |
Q2 2021 | $1,269,000 | +8.6% | 8,423 | -3.0% | 0.16% | -4.7% |
Q1 2021 | $1,168,000 | +27.1% | 8,681 | +25.6% | 0.17% | +16.4% |
Q4 2020 | $919,000 | -61.5% | 6,909 | -64.9% | 0.15% | -75.0% |
Q3 2020 | $2,386,000 | +31.2% | 19,660 | +15.2% | 0.58% | -3.8% |
Q2 2020 | $1,818,000 | +673.6% | 17,060 | +6126.3% | 0.61% | +5980.0% |
Q2 2019 | $235,000 | – | 274 | – | 0.01% | – |
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% |