ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 146 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $168,440 | +10.1% | 0 | -100.0% | 0.04% | +5.4% |
| Q1 2024 | $153,055 | +4.0% | 784 | 0.0% | 0.04% | -5.1% |
| Q4 2023 | $147,115 | +25.8% | 784 | +3.2% | 0.04% | +11.4% |
| Q3 2023 | $116,967 | -3.0% | 760 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $120,564 | +14.3% | 760 | +0.1% | 0.04% | +9.1% |
| Q1 2023 | $105,475 | -21.9% | 759 | -11.0% | 0.03% | -29.8% |
| Q1 2022 | $135,000 | -49.8% | 853 | -45.0% | 0.05% | -50.5% |
| Q4 2021 | $269,000 | +30.6% | 1,552 | +14.9% | 0.10% | +14.5% |
| Q3 2021 | $206,000 | +1.5% | 1,351 | +0.1% | 0.08% | -3.5% |
| Q2 2021 | $203,000 | -30.2% | 1,350 | -50.5% | 0.09% | -58.3% |
| Q2 2020 | $291,000 | +27.1% | 2,729 | +0.1% | 0.21% | +22.6% |
| Q1 2020 | $229,000 | – | 2,725 | – | 0.17% | – |
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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% |