ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 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% | – |
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% |