ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 118 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,216,736 | +3.1% | 14,410 | +6.2% | 0.00% | 0.0% |
| Q2 2023 | $2,150,752 | +11.5% | 13,564 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $1,928,544 | -18.6% | 13,882 | -29.4% | 0.00% | -25.0% |
| Q4 2022 | $2,368,765 | +40.6% | 19,654 | +39.4% | 0.00% | +33.3% |
| Q3 2022 | $1,685,000 | +11.2% | 14,103 | +16.6% | 0.00% | +50.0% |
| Q2 2022 | $1,515,000 | -19.5% | 12,099 | +2.0% | 0.00% | -33.3% |
| Q1 2022 | $1,883,000 | +39.0% | 11,858 | +51.6% | 0.00% | +50.0% |
| Q4 2021 | $1,355,000 | +37.8% | 7,820 | +21.5% | 0.00% | +100.0% |
| Q3 2021 | $983,000 | +7.2% | 6,437 | +5.7% | 0.00% | 0.0% |
| Q2 2021 | $917,000 | +38.9% | 6,087 | +24.2% | 0.00% | 0.0% |
| Q1 2021 | $660,000 | +7.3% | 4,901 | +5.9% | 0.00% | 0.0% |
| Q4 2020 | $615,000 | +16.7% | 4,628 | +6.7% | 0.00% | 0.0% |
| Q3 2020 | $527,000 | +31.1% | 4,339 | +15.0% | 0.00% | 0.0% |
| Q2 2020 | $402,000 | +50.6% | 3,774 | +19.2% | 0.00% | 0.0% |
| Q1 2020 | $267,000 | +24.2% | 3,165 | +42.4% | 0.00% | – |
| Q4 2019 | $215,000 | -86.3% | 2,222 | -87.9% | 0.00% | -100.0% |
| Q2 2019 | $1,570,000 | – | 18,297 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |