ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 204 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,794,492 | +39.5% | 135,178 | +43.8% | 7.14% | +43.6% |
| Q2 2023 | $14,904,861 | +12.8% | 94,001 | -1.2% | 4.97% | +8.9% |
| Q1 2023 | $13,215,759 | +110.6% | 95,125 | +82.7% | 4.57% | +86.7% |
| Q4 2022 | $6,275,854 | -35.2% | 52,069 | -35.8% | 2.44% | -40.7% |
| Q3 2022 | $9,689,000 | +63.4% | 81,083 | +71.3% | 4.12% | +61.3% |
| Q2 2022 | $5,928,000 | +55.9% | 47,334 | +97.8% | 2.55% | +74.2% |
| Q1 2022 | $3,802,000 | -8.4% | 23,929 | -0.1% | 1.47% | -17.6% |
| Q4 2021 | $4,150,000 | +18.8% | 23,941 | +4.7% | 1.78% | +8.5% |
| Q3 2021 | $3,493,000 | +7.9% | 22,876 | +6.5% | 1.64% | +8.6% |
| Q2 2021 | $3,236,000 | +22.5% | 21,484 | +9.4% | 1.51% | -0.1% |
| Q1 2021 | $2,642,000 | +1.2% | 19,638 | +0.1% | 1.51% | -7.1% |
| Q4 2020 | $2,610,000 | +15.7% | 19,616 | +5.6% | 1.63% | -3.6% |
| Q3 2020 | $2,255,000 | +244.3% | 18,581 | +202.6% | 1.69% | +141.7% |
| Q2 2020 | $655,000 | – | 6,141 | – | 0.70% | – |
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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% |