ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $837,543 | +85016.2% | 5,283 | -25.4% | 0.01% | -18.2% |
| Q1 2023 | $984 | +14.3% | 7,085 | -0.9% | 0.01% | +10.0% |
| Q4 2022 | $861 | -99.9% | 7,150 | -10.7% | 0.01% | -9.1% |
| Q3 2022 | $956,000 | -18.2% | 8,005 | -14.3% | 0.01% | -15.4% |
| Q2 2022 | $1,169,000 | -21.2% | 9,341 | +0.1% | 0.01% | -7.1% |
| Q1 2022 | $1,483,000 | -48.5% | 9,330 | -50.6% | 0.01% | 0.0% |
| Q3 2021 | $2,880,000 | +101.4% | 18,874 | +98.7% | 0.01% | 0.0% |
| Q2 2021 | $1,430,000 | -11.1% | 9,497 | -20.5% | 0.01% | -12.5% |
| Q1 2021 | $1,609,000 | +1.2% | 11,952 | 0.0% | 0.02% | -11.1% |
| Q4 2020 | $1,590,000 | +9.7% | 11,952 | +0.1% | 0.02% | -10.0% |
| Q3 2020 | $1,449,000 | +448.9% | 11,940 | +382.8% | 0.02% | +400.0% |
| Q2 2020 | $264,000 | +21.7% | 2,473 | -4.1% | 0.00% | 0.0% |
| Q1 2020 | $217,000 | -12.9% | 2,580 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $249,000 | +11.2% | 2,580 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $224,000 | +1.4% | 2,580 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $221,000 | +4.2% | 2,580 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $212,000 | -5.4% | 2,580 | -1.4% | 0.00% | 0.0% |
| Q3 2018 | $224,000 | +9.3% | 2,617 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $205,000 | – | 2,617 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |