ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 61 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $46,449,465 | +53906.6% | 214,687 | +48692.5% | 0.01% | – |
| Q1 2024 | $86,007 | +1.8% | 440 | -8.3% | 0.00% | – |
| Q4 2023 | $84,485 | +8.1% | 480 | 0.0% | 0.00% | – |
| Q3 2023 | $78,149 | +347.1% | 480 | +336.4% | 0.00% | – |
| Q2 2023 | $17,481 | +14.3% | 110 | 0.0% | 0.00% | – |
| Q1 2023 | $15,297 | -91.0% | 110 | -92.2% | 0.00% | – |
| Q4 2022 | $170,753 | +316.5% | 1,412 | +355.5% | 0.00% | – |
| Q3 2022 | $41,000 | +5.1% | 310 | 0.0% | 0.00% | – |
| Q2 2022 | $39,000 | -36.1% | 310 | -17.3% | 0.00% | – |
| Q1 2022 | $61,000 | +13.0% | 375 | +21.0% | 0.00% | – |
| Q4 2021 | $54,000 | -90.3% | 310 | -91.2% | 0.00% | – |
| Q3 2021 | $559,000 | +2695.0% | 3,525 | +2611.5% | 0.00% | – |
| Q2 2021 | $20,000 | +11.1% | 130 | 0.0% | 0.00% | – |
| Q1 2021 | $18,000 | +5.9% | 130 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | +6.2% | 130 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | +6.7% | 130 | 0.0% | 0.00% | – |
| Q2 2020 | $15,000 | +36.4% | 130 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -15.4% | 130 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | +18.2% | 130 | 0.0% | 0.00% | – |
| Q3 2019 | $11,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2019 | $11,000 | -63.3% | 130 | -63.9% | 0.00% | – |
| Q1 2019 | $30,000 | -34.8% | 360 | -44.2% | 0.00% | – |
| Q4 2018 | $46,000 | +48.4% | 645 | +79.2% | 0.00% | – |
| Q3 2018 | $31,000 | +10.7% | 360 | 0.0% | 0.00% | – |
| Q2 2018 | $28,000 | +3.7% | 360 | 0.0% | 0.00% | – |
| Q1 2018 | $27,000 | +3.8% | 360 | 0.0% | 0.00% | – |
| Q4 2017 | $26,000 | +8.3% | 360 | 0.0% | 0.00% | – |
| Q3 2017 | $24,000 | -7.7% | 360 | -12.2% | 0.00% | – |
| Q2 2017 | $26,000 | +4.0% | 410 | 0.0% | 0.00% | – |
| Q1 2017 | $25,000 | +8.7% | 410 | 0.0% | 0.00% | – |
| Q4 2016 | $23,000 | 0.0% | 410 | 0.0% | 0.00% | – |
| Q3 2016 | $23,000 | -11.5% | 410 | -15.1% | 0.00% | – |
| Q2 2016 | $26,000 | +18.2% | 483 | +17.8% | 0.00% | – |
| Q1 2016 | $22,000 | -48.8% | 410 | -48.8% | 0.00% | – |
| Q4 2015 | $43,000 | – | 800 | – | 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% |