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 2022 | $211,000 | -21.9% | 1,685 | -1.1% | 0.03% | -6.5% |
| Q1 2022 | $270,000 | -13.2% | 1,704 | -5.0% | 0.03% | -6.1% |
| Q4 2021 | $311,000 | +13.9% | 1,794 | 0.0% | 0.03% | +3.1% |
| Q3 2021 | $273,000 | +1.1% | 1,794 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $270,000 | +12.0% | 1,794 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $241,000 | +1.3% | 1,794 | 0.0% | 0.03% | -6.2% |
| Q4 2020 | $238,000 | -16.2% | 1,794 | -23.4% | 0.03% | -22.0% |
| Q3 2020 | $284,000 | – | 2,341 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |