ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 98 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,415 | +2.0% | 496,748 | +5.1% | 0.42% | +2.4% |
| Q2 2023 | $74,913 | +29.7% | 472,456 | +13.6% | 0.41% | +1.2% |
| Q1 2023 | $57,760 | +38.9% | 415,747 | +20.5% | 0.41% | +49.5% |
| Q4 2022 | $41,586 | -99.9% | 345,029 | -4.4% | 0.27% | -16.5% |
| Q3 2022 | $43,126,000 | -9.6% | 360,917 | -5.3% | 0.33% | -9.9% |
| Q2 2022 | $47,712,000 | -7.3% | 380,964 | +17.6% | 0.36% | 0.0% |
| Q1 2022 | $51,448,000 | +42.4% | 323,837 | +55.3% | 0.36% | +39.6% |
| Q4 2021 | $36,136,000 | +12.2% | 208,458 | -1.2% | 0.26% | +1.6% |
| Q3 2021 | $32,199,000 | +3.5% | 210,904 | +2.1% | 0.26% | -1.9% |
| Q2 2021 | $31,099,000 | +25.3% | 206,504 | +12.0% | 0.26% | +10.1% |
| Q1 2021 | $24,815,000 | +4.5% | 184,445 | +3.4% | 0.24% | -6.7% |
| Q4 2020 | $23,736,000 | +14.6% | 178,414 | +4.6% | 0.25% | -2.3% |
| Q3 2020 | $20,711,000 | +20.6% | 170,645 | +5.9% | 0.26% | +13.0% |
| Q2 2020 | $17,173,000 | +25.0% | 161,067 | -1.2% | 0.23% | -2.5% |
| Q1 2020 | $13,734,000 | +50.2% | 163,087 | +72.2% | 0.24% | +80.2% |
| Q4 2019 | $9,146,000 | +28.5% | 94,702 | +15.8% | 0.13% | +13.9% |
| Q3 2019 | $7,119,000 | -1.6% | 81,776 | -3.0% | 0.12% | +10.6% |
| Q2 2019 | $7,234,000 | +6.4% | 84,311 | +1.9% | 0.10% | -1.0% |
| Q1 2019 | $6,802,000 | +196.6% | 82,718 | +158.8% | 0.10% | +156.1% |
| Q4 2018 | $2,293,000 | -31.9% | 31,960 | -18.9% | 0.04% | -28.1% |
| Q3 2018 | $3,367,000 | +13.3% | 39,422 | +3.8% | 0.06% | -12.3% |
| Q2 2018 | $2,973,000 | -18.6% | 37,964 | -23.4% | 0.06% | -15.6% |
| Q1 2018 | $3,654,000 | -4.7% | 49,530 | -5.5% | 0.08% | +5.5% |
| Q4 2017 | $3,835,000 | +37.3% | 52,429 | +27.3% | 0.07% | +25.9% |
| Q3 2017 | $2,794,000 | -94.8% | 41,196 | -95.1% | 0.06% | -94.4% |
| Q2 2017 | $54,244,000 | – | 841,258 | – | 1.04% | – |
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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% |