ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 141 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,360 | -3.0% | 6,282 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $996,074 | +13.7% | 6,282 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $876,415 | +15.3% | 6,308 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $760,342 | -22.0% | 6,308 | -22.7% | 0.00% | -25.0% |
| Q3 2022 | $975,000 | -4.5% | 8,156 | +0.1% | 0.00% | -20.0% |
| Q2 2022 | $1,021,000 | -21.2% | 8,151 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,295,000 | +5.5% | 8,148 | +15.1% | 0.01% | +25.0% |
| Q4 2021 | $1,228,000 | +13.6% | 7,082 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,081,000 | +1.3% | 7,082 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,067,000 | +12.0% | 7,082 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $953,000 | +1.2% | 7,082 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $942,000 | +355.1% | 7,082 | +315.6% | 0.00% | +200.0% |
| Q3 2020 | $207,000 | +13.7% | 1,704 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $182,000 | +1416.7% | 1,704 | +1083.3% | 0.00% | – |
| Q1 2020 | $12,000 | -14.3% | 144 | 0.0% | 0.00% | – |
| Q4 2019 | $14,000 | +7.7% | 144 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | +8.3% | 144 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q1 2019 | $12,000 | +20.0% | 144 | 0.0% | 0.00% | – |
| Q4 2018 | $10,000 | -16.7% | 144 | 0.0% | 0.00% | – |
| Q3 2018 | $12,000 | +20.0% | 144 | +11.6% | 0.00% | – |
| Q2 2018 | $10,000 | 0.0% | 129 | 0.0% | 0.00% | – |
| Q1 2018 | $10,000 | – | 129 | – | 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% |