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 2022 | $183,194 | -31.4% | 1,533 | -28.1% | 0.01% | -27.3% |
| Q2 2022 | $266,914 | -28.9% | 2,131 | -9.8% | 0.01% | -15.4% |
| Q1 2022 | $375,426 | -7.2% | 2,363 | +1.3% | 0.01% | -7.1% |
| Q4 2021 | $404,444 | +79.0% | 2,333 | +57.6% | 0.01% | +75.0% |
| Q3 2021 | $225,957 | +1.4% | 1,480 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $222,894 | +40.6% | 1,480 | +25.6% | 0.01% | +28.6% |
| Q1 2021 | $158,548 | -11.2% | 1,178 | -12.2% | 0.01% | -22.2% |
| Q4 2020 | $178,599 | +10.0% | 1,342 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $162,436 | +18.4% | 1,338 | +4.0% | 0.01% | 0.0% |
| Q2 2020 | $137,246 | +84.1% | 1,287 | +45.4% | 0.01% | +50.0% |
| Q1 2020 | $74,550 | -12.4% | 885 | +0.5% | 0.01% | 0.0% |
| Q4 2019 | $85,115 | +3.3% | 881 | -6.9% | 0.01% | -14.3% |
| Q3 2019 | $82,373 | -33.4% | 946 | -34.4% | 0.01% | -30.0% |
| Q2 2019 | $123,737 | +99.3% | 1,442 | +91.0% | 0.01% | +66.7% |
| Q1 2019 | $62,084 | +122.4% | 755 | +94.1% | 0.01% | +100.0% |
| Q4 2018 | $27,911 | +3.7% | 389 | +23.5% | 0.00% | 0.0% |
| Q3 2018 | $26,907 | +9.1% | 315 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $24,671 | +6.2% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,238 | -53.9% | 315 | -54.3% | 0.00% | -62.5% |
| Q4 2017 | $50,400 | – | 689 | – | 0.01% | – |
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% |