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 | $8,768 | -3.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,038 | +14.1% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,919 | +15.3% | 57 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $6,870 | +0.9% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,811 | -4.6% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,139 | -21.2% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,056 | -8.3% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,881 | +13.5% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,702 | +1.4% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,584 | +11.9% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,669 | +1.1% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,583 | +9.6% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,918 | +13.8% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,077 | +26.6% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,800 | -12.8% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,505 | +10.9% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,962 | – | 57 | – | 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% |