ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 190 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58,097,955 | +41.0% | 270,907 | +28.2% | 7.92% | +183.0% |
| Q1 2024 | $41,191,474 | +36.4% | 211,273 | +22.6% | 2.80% | -44.2% |
| Q4 2023 | $30,203,827 | +106.0% | 172,296 | +80.8% | 5.02% | +77.6% |
| Q3 2023 | $14,659,999 | +307.0% | 95,301 | +218.6% | 2.82% | +182.2% |
| Q3 2020 | $3,602,000 | +192.6% | 29,910 | +159.2% | 1.00% | +130.1% |
| Q2 2020 | $1,231,000 | +21.0% | 11,541 | -4.5% | 0.44% | -25.6% |
| Q1 2020 | $1,017,000 | – | 12,080 | – | 0.58% | – |
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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% |