ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 124 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,564,739 | -3.5% | 10,172 | -0.5% | 0.00% | 0.0% |
| Q2 2023 | $1,620,780 | +234.4% | 10,222 | +193.0% | 0.00% | – |
| Q1 2023 | $484,663 | +16.5% | 3,489 | +1.1% | 0.00% | – |
| Q4 2022 | $416,082 | -3.7% | 3,452 | -4.5% | 0.00% | – |
| Q3 2022 | $432,000 | -50.4% | 3,616 | -48.0% | 0.00% | -100.0% |
| Q2 2022 | $871,000 | +82.2% | 6,960 | +130.8% | 0.00% | – |
| Q1 2022 | $478,000 | -20.3% | 3,015 | -12.9% | 0.00% | – |
| Q4 2021 | $600,000 | +11.5% | 3,463 | -1.6% | 0.00% | – |
| Q3 2021 | $538,000 | -6.9% | 3,521 | -8.4% | 0.00% | -100.0% |
| Q2 2021 | $578,000 | +33.2% | 3,843 | +19.2% | 0.00% | – |
| Q1 2021 | $434,000 | +1.2% | 3,224 | +0.0% | 0.00% | – |
| Q4 2020 | $429,000 | +32.0% | 3,223 | +20.4% | 0.00% | – |
| Q3 2020 | $325,000 | -23.5% | 2,677 | -32.8% | 0.00% | -100.0% |
| Q2 2020 | $425,000 | -67.5% | 3,986 | -74.3% | 0.00% | -50.0% |
| Q1 2020 | $1,306,000 | -17.9% | 15,514 | -5.8% | 0.00% | 0.0% |
| Q4 2019 | $1,590,000 | +9.8% | 16,463 | -1.1% | 0.00% | +100.0% |
| Q3 2019 | $1,448,000 | +7.7% | 16,649 | +6.2% | 0.00% | 0.0% |
| Q2 2019 | $1,344,000 | +5.9% | 15,680 | +1.7% | 0.00% | 0.0% |
| Q1 2019 | $1,269,000 | +15.4% | 15,424 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $1,100,000 | +7.8% | 15,310 | +28.1% | 0.00% | 0.0% |
| Q3 2018 | $1,020,000 | +56.9% | 11,948 | +44.0% | 0.00% | 0.0% |
| Q2 2018 | $650,000 | +117.4% | 8,299 | +105.0% | 0.00% | – |
| Q1 2018 | $299,000 | +6.0% | 4,049 | +5.0% | 0.00% | – |
| Q4 2017 | $282,000 | +11.5% | 3,856 | +3.5% | 0.00% | – |
| Q3 2017 | $253,000 | +18.8% | 3,725 | +12.4% | 0.00% | – |
| Q2 2017 | $213,000 | +1.4% | 3,314 | -2.8% | 0.00% | – |
| Q1 2017 | $210,000 | +32.9% | 3,409 | +21.4% | 0.00% | – |
| Q4 2016 | $158,000 | -14.6% | 2,807 | -15.5% | 0.00% | – |
| Q3 2016 | $185,000 | +6.9% | 3,320 | +3.2% | 0.00% | – |
| Q2 2016 | $173,000 | 0.0% | 3,216 | 0.0% | 0.00% | – |
| Q1 2016 | $173,000 | +0.6% | 3,216 | +0.1% | 0.00% | – |
| Q4 2015 | $172,000 | +17.0% | 3,214 | +8.1% | 0.00% | – |
| Q3 2015 | $147,000 | +194.0% | 2,972 | +210.6% | 0.00% | – |
| Q2 2015 | $50,000 | +85.2% | 957 | +81.6% | 0.00% | – |
| Q1 2015 | $27,000 | +17.4% | 527 | -12.3% | 0.00% | – |
| Q2 2013 | $23,000 | – | 601 | – | 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% |