ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 141 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,625,214 | -3.0% | 10,565 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $1,675,186 | +14.1% | 10,565 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $1,467,795 | -0.3% | 10,565 | -13.5% | 0.02% | 0.0% |
| Q4 2022 | $1,472,394 | +0.9% | 12,216 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $1,459,000 | -4.6% | 12,216 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,529,000 | -29.5% | 12,216 | -10.5% | 0.02% | -21.7% |
| Q1 2022 | $2,168,000 | -13.2% | 13,643 | -5.3% | 0.02% | -8.0% |
| Q4 2021 | $2,497,000 | +13.4% | 14,413 | 0.0% | 0.02% | +8.7% |
| Q3 2021 | $2,201,000 | +33.6% | 14,413 | +31.8% | 0.02% | +43.8% |
| Q2 2021 | $1,648,000 | +188.6% | 10,937 | +157.3% | 0.02% | +166.7% |
| Q1 2021 | $571,000 | +1227.9% | 4,250 | +957.2% | 0.01% | +500.0% |
| Q2 2020 | $43,000 | +26.5% | 402 | 0.0% | 0.00% | – |
| Q1 2020 | $34,000 | -49.3% | 402 | -42.1% | 0.00% | -100.0% |
| Q4 2019 | $67,000 | +11.7% | 694 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $60,000 | – | 693 | – | 0.00% | – |
| Q1 2017 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |