ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 145 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |