ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 86 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,955,298 | +33.9% | 111,669 | +21.8% | 0.75% | +12.4% |
| Q1 2024 | $17,893,487 | +41.0% | 91,714 | +27.9% | 0.67% | +25.6% |
| Q4 2023 | $12,689,357 | +53.8% | 71,683 | +34.5% | 0.53% | +27.6% |
| Q3 2023 | $8,250,267 | +25.0% | 53,296 | +28.1% | 0.42% | +29.2% |
| Q2 2023 | $6,598,594 | +15.6% | 41,616 | +1.4% | 0.32% | +6.3% |
| Q1 2023 | $5,709,920 | +26.1% | 41,040 | +9.3% | 0.30% | -2.6% |
| Q4 2022 | $4,527,675 | -8.3% | 37,565 | -4.2% | 0.31% | -16.8% |
| Q3 2022 | $4,939,000 | +12.9% | 39,204 | +12.3% | 0.37% | +6.6% |
| Q2 2022 | $4,373,000 | -0.2% | 34,918 | +1.6% | 0.35% | +2.0% |
| Q1 2022 | $4,380,000 | +684.9% | 34,366 | +840.0% | 0.34% | +525.5% |
| Q3 2021 | $558,000 | +135.4% | 3,656 | +131.8% | 0.06% | +129.2% |
| Q2 2021 | $237,000 | +7800.0% | 1,577 | +7785.0% | 0.02% | – |
| Q4 2020 | $3,000 | -80.0% | 20 | -83.3% | 0.00% | -100.0% |
| Q3 2020 | $15,000 | +400.0% | 120 | +200.0% | 0.00% | – |
| Q3 2019 | $3,000 | -94.4% | 40 | -93.7% | 0.00% | -100.0% |
| Q2 2019 | $54,000 | -18.2% | 630 | -21.3% | 0.01% | -37.5% |
| Q1 2019 | $66,000 | -12.0% | 801 | -23.8% | 0.02% | -15.8% |
| Q4 2018 | $75,000 | -43.6% | 1,051 | -32.7% | 0.02% | -36.7% |
| Q3 2018 | $133,000 | +7.3% | 1,561 | -1.8% | 0.03% | -3.2% |
| Q2 2018 | $124,000 | -0.8% | 1,589 | -6.1% | 0.03% | -8.8% |
| Q1 2018 | $125,000 | +5.0% | 1,692 | +4.3% | 0.03% | +3.0% |
| Q4 2017 | $119,000 | – | 1,623 | – | 0.03% | – |
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% |