ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 364 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12,065,248 | +899.7% | 56,243 | +809.2% | 0.00% | – |
Q1 2024 | $1,206,889 | -82.6% | 6,186 | -84.4% | 0.00% | -100.0% |
Q4 2023 | $6,928,374 | +728.7% | 39,541 | +627.5% | 0.00% | – |
Q3 2023 | $836,066 | -5.6% | 5,435 | -2.7% | 0.00% | – |
Q2 2023 | $885,399 | -76.0% | 5,584 | -79.0% | 0.00% | -100.0% |
Q1 2023 | $3,693,176 | -57.2% | 26,583 | -62.9% | 0.00% | -50.0% |
Q4 2022 | $8,634,528 | +292397.6% | 71,638 | +190.0% | 0.00% | +100.0% |
Q3 2022 | $2,952 | +11.3% | 24,704 | +16.7% | 0.00% | 0.0% |
Q2 2022 | $2,652 | -99.9% | 21,172 | -13.4% | 0.00% | 0.0% |
Q1 2022 | $3,883,000 | +30.7% | 24,443 | +42.6% | 0.00% | 0.0% |
Q4 2021 | $2,972,000 | -77.1% | 17,146 | -79.8% | 0.00% | -66.7% |
Q3 2021 | $12,989,000 | +505.5% | 85,082 | +497.4% | 0.00% | – |
Q2 2021 | $2,145,000 | -66.9% | 14,241 | -70.4% | 0.00% | -100.0% |
Q1 2021 | $6,478,000 | +126.3% | 48,146 | +123.8% | 0.00% | +100.0% |
Q4 2020 | $2,862,000 | +279.6% | 21,512 | +246.4% | 0.00% | – |
Q3 2020 | $754,000 | -79.9% | 6,211 | -82.3% | 0.00% | -100.0% |
Q2 2020 | $3,745,000 | +28.0% | 35,124 | +1.1% | 0.00% | 0.0% |
Q1 2020 | $2,925,000 | +4.7% | 34,736 | +20.0% | 0.00% | 0.0% |
Q4 2019 | $2,795,000 | +11.0% | 28,936 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $2,519,000 | +1.3% | 28,936 | -0.1% | 0.00% | 0.0% |
Q2 2019 | $2,486,000 | -65.8% | 28,971 | -67.3% | 0.00% | -50.0% |
Q1 2019 | $7,277,000 | +48.0% | 88,491 | +29.1% | 0.00% | 0.0% |
Q4 2018 | $4,916,000 | +2.4% | 68,519 | +21.9% | 0.00% | +100.0% |
Q3 2018 | $4,803,000 | +80.4% | 56,223 | +65.4% | 0.00% | 0.0% |
Q2 2018 | $2,662,000 | -25.7% | 33,993 | -30.6% | 0.00% | 0.0% |
Q4 2017 | $3,585,000 | -8.5% | 49,010 | -15.2% | 0.00% | 0.0% |
Q3 2017 | $3,920,000 | +11.1% | 57,800 | +5.7% | 0.00% | 0.0% |
Q2 2017 | $3,527,000 | +16.6% | 54,701 | +11.3% | 0.00% | 0.0% |
Q1 2017 | $3,025,000 | +10.2% | 49,169 | +0.9% | 0.00% | 0.0% |
Q4 2016 | $2,744,000 | +0.8% | 48,721 | -0.0% | 0.00% | 0.0% |
Q3 2016 | $2,722,000 | +3.6% | 48,730 | -0.1% | 0.00% | 0.0% |
Q2 2016 | $2,627,000 | +950.8% | 48,802 | +866.4% | 0.00% | – |
Q3 2015 | $250,000 | -14.4% | 5,050 | -10.0% | 0.00% | – |
Q2 2015 | $292,000 | -21.1% | 5,613 | -21.5% | 0.00% | – |
Q1 2015 | $370,000 | -41.1% | 7,146 | -42.6% | 0.00% | – |
Q4 2014 | $628,000 | – | 12,446 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |