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 2021 | $384,000 | -4.7% | 2,510 | -3.4% | 0.24% | -6.3% |
| Q2 2021 | $403,000 | +7.8% | 2,597 | -1.0% | 0.25% | +7.7% |
| Q1 2021 | $374,000 | -20.6% | 2,622 | -26.5% | 0.23% | -25.2% |
| Q4 2020 | $471,000 | +8.0% | 3,565 | -1.7% | 0.31% | -7.4% |
| Q3 2020 | $436,000 | +6.6% | 3,628 | -2.1% | 0.34% | -2.0% |
| Q2 2020 | $409,000 | +11.7% | 3,704 | -18.1% | 0.34% | -5.7% |
| Q1 2020 | $366,000 | -22.3% | 4,524 | -4.6% | 0.37% | +17.7% |
| Q4 2019 | $471,000 | -0.4% | 4,743 | -12.7% | 0.31% | -10.1% |
| Q3 2019 | $473,000 | +8.7% | 5,433 | +7.3% | 0.35% | +10.2% |
| Q2 2019 | $435,000 | +5337.5% | 5,065 | +4965.0% | 0.31% | +5133.3% |
| Q1 2019 | $8,000 | +14.3% | 100 | 0.0% | 0.01% | -45.5% |
| Q4 2018 | $7,000 | -22.2% | 100 | 0.0% | 0.01% | +83.3% |
| Q3 2018 | $9,000 | +28.6% | 100 | +12.4% | 0.01% | +20.0% |
| Q2 2018 | $7,000 | – | 89 | – | 0.01% | – |
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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% |