ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 164 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $633,024 | -48.3% | 4,115 | -46.7% | 0.04% | -47.6% |
| Q2 2023 | $1,224,195 | +11.6% | 7,721 | -2.2% | 0.08% | +3.8% |
| Q1 2023 | $1,096,697 | +85.7% | 7,894 | +61.1% | 0.08% | +71.7% |
| Q4 2022 | $590,575 | +1.0% | 4,900 | +0.1% | 0.05% | -6.1% |
| Q3 2022 | $585,000 | -50.5% | 4,897 | -48.1% | 0.05% | -50.5% |
| Q2 2022 | $1,181,000 | -16.2% | 9,433 | +6.3% | 0.10% | -11.6% |
| Q1 2022 | $1,410,000 | +82.9% | 8,873 | +73.9% | 0.11% | +62.3% |
| Q4 2021 | $771,000 | -31.0% | 5,101 | -29.5% | 0.07% | -26.6% |
| Q3 2021 | $1,117,000 | +44.9% | 7,238 | +41.9% | 0.09% | +36.2% |
| Q2 2021 | $771,000 | +38.4% | 5,101 | +30.6% | 0.07% | +21.1% |
| Q1 2021 | $557,000 | -10.5% | 3,906 | -16.5% | 0.06% | -23.0% |
| Q4 2020 | $622,000 | -18.8% | 4,676 | -26.7% | 0.07% | -29.5% |
| Q3 2020 | $766,000 | -83.6% | 6,375 | -85.5% | 0.10% | -84.4% |
| Q2 2020 | $4,680,000 | – | 43,894 | – | 0.67% | – |
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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% |