ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 206 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 2021 | $1,536,000 | -7.2% | 10,062 | -8.5% | 1.32% | -7.7% |
Q2 2021 | $1,655,000 | +11.9% | 10,992 | +0.0% | 1.43% | +8.3% |
Q1 2021 | $1,479,000 | +6.9% | 10,991 | +5.7% | 1.32% | +1.0% |
Q4 2020 | $1,383,000 | +8.4% | 10,399 | -1.1% | 1.30% | +9.2% |
Q3 2020 | $1,276,000 | +9.1% | 10,511 | +0.0% | 1.20% | +1.4% |
Q2 2020 | $1,170,000 | +48.5% | 10,510 | +12.3% | 1.18% | +50.8% |
Q1 2020 | $788,000 | -19.8% | 9,358 | -8.0% | 0.78% | -14.8% |
Q4 2019 | $983,000 | – | 10,173 | – | 0.92% | – |
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% |