ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 224 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 | $466 | -8.6% | 3,030 | -5.9% | 0.01% | 0.0% |
| Q2 2023 | $510 | +9.4% | 3,219 | -4.0% | 0.01% | 0.0% |
| Q1 2023 | $466 | +15.3% | 3,352 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $404 | -99.9% | 3,352 | -1.0% | 0.01% | -14.3% |
| Q3 2022 | $405,000 | -22.9% | 3,387 | -19.2% | 0.01% | -22.2% |
| Q2 2022 | $525,000 | -30.9% | 4,192 | -12.3% | 0.01% | -18.2% |
| Q1 2022 | $760,000 | 0.0% | 4,781 | +9.0% | 0.01% | -15.4% |
| Q4 2021 | $760,000 | +13.4% | 4,386 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $670,000 | +1.2% | 4,386 | -0.2% | 0.01% | 0.0% |
| Q2 2021 | $662,000 | +10.1% | 4,394 | -1.6% | 0.01% | 0.0% |
| Q1 2021 | $601,000 | -13.0% | 4,467 | -14.0% | 0.01% | -18.8% |
| Q4 2020 | $691,000 | +8.6% | 5,193 | -0.9% | 0.02% | -5.9% |
| Q3 2020 | $636,000 | +13.8% | 5,239 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $559,000 | +124.5% | 5,239 | +77.2% | 0.02% | +100.0% |
| Q1 2020 | $249,000 | -5.3% | 2,956 | +8.6% | 0.01% | +14.3% |
| Q4 2019 | $263,000 | -17.3% | 2,722 | -25.4% | 0.01% | -30.0% |
| Q3 2019 | $318,000 | +8.2% | 3,648 | +6.3% | 0.01% | +11.1% |
| Q2 2019 | $294,000 | +11.8% | 3,432 | +7.2% | 0.01% | -18.2% |
| Q1 2019 | $263,000 | – | 3,201 | – | 0.01% | – |
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% |