ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 189 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,123,885 | -3.8% | 13,806 | -0.9% | 0.04% | -4.4% |
| Q2 2023 | $2,208,218 | +14.0% | 13,926 | -0.1% | 0.04% | 0.0% |
| Q1 2023 | $1,937,046 | +14.4% | 13,942 | -0.8% | 0.04% | -4.3% |
| Q4 2022 | $1,693,846 | +128.6% | 14,053 | +126.5% | 0.05% | +135.0% |
| Q3 2022 | $741,000 | -4.6% | 6,204 | 0.0% | 0.02% | -16.7% |
| Q2 2022 | $777,000 | -21.2% | 6,204 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $986,000 | -23.3% | 6,204 | -16.3% | 0.02% | -23.3% |
| Q4 2021 | $1,285,000 | +13.5% | 7,414 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $1,132,000 | +1.3% | 7,414 | 0.0% | 0.03% | -9.1% |
| Q2 2021 | $1,117,000 | +12.1% | 7,414 | +0.1% | 0.03% | -19.5% |
| Q1 2021 | $996,000 | +11.2% | 7,405 | +0.4% | 0.04% | -14.6% |
| Q3 2020 | $896,000 | +14.1% | 7,379 | +0.2% | 0.05% | -5.9% |
| Q2 2020 | $785,000 | – | 7,363 | – | 0.05% | – |
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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% |