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 ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |