ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 165 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $717,846 | -41.1% | 3,346 | -46.4% | 0.04% | -39.7% |
| Q1 2024 | $1,218,735 | +15.8% | 6,247 | +4.0% | 0.07% | +3.0% |
| Q4 2023 | $1,052,369 | +66.2% | 6,006 | +46.0% | 0.07% | +53.5% |
| 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 | 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% |