ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $787,456 | -0.3% | 5,119 | +2.8% | 0.00% | +33.3% |
Q2 2023 | $789,470 | +8.2% | 4,979 | -5.2% | 0.00% | 0.0% |
Q1 2023 | $729,938 | +23.0% | 5,254 | +6.7% | 0.00% | 0.0% |
Q4 2022 | $593,490 | +53.0% | 4,924 | +51.6% | 0.00% | +50.0% |
Q3 2022 | $388,000 | -4.7% | 3,248 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $407,000 | -33.8% | 3,248 | -16.1% | 0.00% | -33.3% |
Q1 2022 | $615,000 | -10.9% | 3,873 | -2.7% | 0.00% | 0.0% |
Q4 2021 | $690,000 | +14.2% | 3,982 | +0.6% | 0.00% | 0.0% |
Q3 2021 | $604,000 | -1.1% | 3,958 | -2.5% | 0.00% | 0.0% |
Q2 2021 | $611,000 | +37.9% | 4,058 | +23.4% | 0.00% | +50.0% |
Q1 2021 | $443,000 | -24.1% | 3,289 | -25.1% | 0.00% | -33.3% |
Q4 2020 | $584,000 | +1568.6% | 4,391 | +997.8% | 0.00% | – |
Q3 2019 | $35,000 | -81.1% | 400 | -81.5% | 0.00% | -100.0% |
Q2 2019 | $185,000 | +112.6% | 2,160 | +103.8% | 0.00% | 0.0% |
Q1 2019 | $87,000 | +14.5% | 1,060 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $76,000 | -16.5% | 1,060 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $91,000 | +8.3% | 1,060 | -1.1% | 0.00% | 0.0% |
Q2 2018 | $84,000 | +6.3% | 1,072 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $79,000 | +1.3% | 1,072 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $78,000 | +6.8% | 1,072 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $73,000 | +5.8% | 1,072 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $69,000 | +4.5% | 1,072 | 0.0% | 0.00% | – |
Q1 2017 | $66,000 | +135.7% | 1,072 | +86.4% | 0.00% | – |
Q3 2015 | $28,000 | – | 575 | – | 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% |