ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 98 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,790 | -3.0% | 3,483 | 0.0% | 0.16% | +2.5% |
| Q2 2023 | $552,264 | +14.1% | 3,483 | 0.0% | 0.16% | +7.4% |
| Q1 2023 | $483,893 | +0.2% | 3,483 | -13.1% | 0.15% | -6.3% |
| Q4 2022 | $482,964 | -10.6% | 4,007 | -11.4% | 0.16% | -13.7% |
| Q3 2022 | $540,000 | -10.1% | 4,522 | -5.8% | 0.18% | -4.7% |
| Q2 2022 | $601,000 | -21.2% | 4,800 | 0.0% | 0.19% | -9.4% |
| Q1 2022 | $763,000 | -8.3% | 4,800 | 0.0% | 0.21% | -5.8% |
| Q4 2021 | $832,000 | +13.5% | 4,800 | 0.0% | 0.22% | +4.7% |
| Q3 2021 | $733,000 | -6.1% | 4,800 | -7.5% | 0.22% | -6.5% |
| Q2 2021 | $781,000 | +11.9% | 5,189 | 0.0% | 0.23% | +3.6% |
| Q1 2021 | $698,000 | -12.1% | 5,189 | -13.1% | 0.22% | -15.6% |
| Q4 2020 | $794,000 | +8.6% | 5,969 | 0.0% | 0.26% | -0.4% |
| Q3 2020 | $731,000 | +13.2% | 5,969 | 0.0% | 0.26% | +5.2% |
| Q2 2020 | $646,000 | +28.7% | 5,969 | 0.0% | 0.25% | +14.6% |
| Q1 2020 | $502,000 | -12.8% | 5,969 | 0.0% | 0.22% | -1.8% |
| Q4 2019 | $576,000 | +11.0% | 5,969 | 0.0% | 0.22% | +3.2% |
| Q3 2019 | $519,000 | 0.0% | 5,969 | 0.0% | 0.22% | -2.3% |
| Q2 2019 | $519,000 | +4.6% | 5,969 | 0.0% | 0.22% | -1.8% |
| Q1 2019 | $496,000 | +15.9% | 5,969 | 0.0% | 0.22% | +5.6% |
| Q4 2018 | $428,000 | -16.1% | 5,969 | 0.0% | 0.21% | -9.4% |
| Q3 2018 | $510,000 | -31.3% | 5,969 | -37.4% | 0.24% | -35.4% |
| Q2 2018 | $742,000 | +5.5% | 9,535 | 0.0% | 0.36% | +0.8% |
| Q1 2018 | $703,000 | -5.8% | 9,535 | 0.0% | 0.36% | -3.5% |
| Q4 2017 | $746,000 | +58.4% | 9,535 | +37.2% | 0.37% | +32.6% |
| Q3 2017 | $471,000 | +116.1% | 6,951 | +105.3% | 0.28% | +91.8% |
| Q2 2017 | $218,000 | – | 3,385 | – | 0.15% | – |
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% |