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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $657,848 | -7.2% | 4,276 | -4.4% | 0.01% | 0.0% |
| Q2 2023 | $709,153 | +12.5% | 4,472 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $630,442 | -13.7% | 4,538 | -25.1% | 0.01% | -16.7% |
| Q4 2022 | $730,480 | +141.1% | 6,061 | +139.4% | 0.01% | +100.0% |
| Q3 2022 | $303,000 | +42.9% | 2,532 | +49.6% | 0.01% | +50.0% |
| Q2 2022 | $212,000 | -10.9% | 1,693 | +13.2% | 0.00% | 0.0% |
| Q1 2022 | $238,000 | -36.0% | 1,495 | -30.4% | 0.00% | -33.3% |
| Q4 2021 | $372,000 | +11.7% | 2,147 | -1.6% | 0.01% | 0.0% |
| Q3 2021 | $333,000 | +1.5% | 2,181 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $328,000 | +11.9% | 2,181 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $293,000 | – | 2,181 | – | 0.01% | – |
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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% |