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 | $382,512 | -3.6% | 2,487 | -0.6% | 0.25% | -4.2% |
| Q2 2023 | $396,708 | +8.1% | 2,502 | -5.3% | 0.26% | -5.8% |
| Q1 2023 | $366,861 | +12.9% | 2,641 | -2.0% | 0.28% | +13.1% |
| Q4 2022 | $324,803 | +1.2% | 2,695 | +0.4% | 0.24% | -15.3% |
| Q3 2022 | $321,000 | -10.3% | 2,685 | -6.0% | 0.29% | +8.3% |
| Q2 2022 | $358,000 | -21.0% | 2,855 | +0.1% | 0.27% | -9.8% |
| Q1 2022 | $453,000 | -5.0% | 2,851 | +0.1% | 0.30% | -5.8% |
| Q4 2021 | $477,000 | +9.2% | 2,848 | -0.5% | 0.31% | +0.3% |
| Q3 2021 | $437,000 | -6.4% | 2,863 | -7.8% | 0.31% | -3.4% |
| Q2 2021 | $467,000 | -8.4% | 3,104 | -18.1% | 0.32% | -21.6% |
| Q1 2021 | $510,000 | +1.2% | 3,790 | +0.0% | 0.41% | -7.4% |
| Q4 2020 | $504,000 | +8.9% | 3,789 | -0.8% | 0.44% | +22.3% |
| Q3 2020 | $463,000 | -98.5% | 3,818 | -98.9% | 0.36% | -88.9% |
| Q3 2019 | $30,159,000 | +20.1% | 351,500 | +15.1% | 3.27% | +7.8% |
| Q2 2019 | $25,122,000 | 0.0% | 305,503 | 0.0% | 3.04% | -0.9% |
| Q1 2019 | $25,122,000 | +33.5% | 305,503 | +16.5% | 3.06% | +2.6% |
| Q4 2018 | $18,812,000 | – | 262,186 | – | 2.98% | – |
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% |