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 | $430,724 | -3.0% | 2,800 | 0.0% | 0.04% | +2.7% |
| Q2 2023 | $443,968 | +14.1% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q1 2023 | $389,004 | +15.3% | 2,800 | 0.0% | 0.04% | +9.1% |
| Q4 2022 | $337,484 | +0.7% | 2,800 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $335,000 | -4.6% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $351,000 | -21.1% | 2,800 | 0.0% | 0.03% | -5.6% |
| Q1 2022 | $445,000 | -8.2% | 2,800 | 0.0% | 0.04% | -5.3% |
| Q4 2021 | $485,000 | +13.6% | 2,800 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $427,000 | +1.2% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $422,000 | +11.9% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $377,000 | +1.1% | 2,800 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $373,000 | +9.7% | 2,800 | 0.0% | 0.04% | -5.4% |
| Q3 2020 | $340,000 | +13.7% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q2 2020 | $299,000 | +26.7% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q1 2020 | $236,000 | -12.6% | 2,800 | 0.0% | 0.04% | +9.4% |
| Q4 2019 | $270,000 | +10.7% | 2,800 | 0.0% | 0.03% | +6.7% |
| Q3 2019 | $244,000 | +1.7% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $240,000 | +4.3% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $230,000 | +14.4% | 2,800 | 0.0% | 0.03% | -3.2% |
| Q4 2018 | $201,000 | -15.9% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $239,000 | +9.1% | 2,800 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $219,000 | +5.8% | 2,800 | 0.0% | 0.03% | +6.7% |
| Q1 2018 | $207,000 | +1.0% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $205,000 | – | 2,800 | – | 0.03% | – |
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% |