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 | $665,315 | -3.0% | 4,325 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $685,772 | +14.1% | 4,325 | 0.0% | 0.02% | +9.5% |
| Q1 2023 | $600,872 | +15.3% | 4,325 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $521,292 | +0.8% | 4,325 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $517,000 | -15.8% | 4,325 | -1.1% | 0.02% | -17.4% |
| Q2 2022 | $614,000 | -11.7% | 4,375 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $695,000 | -8.3% | 4,375 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $758,000 | +13.5% | 4,375 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $668,000 | +1.4% | 4,375 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $659,000 | -11.3% | 4,375 | -20.8% | 0.02% | -16.0% |
| Q1 2021 | $743,000 | +1.1% | 5,525 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $735,000 | +9.5% | 5,525 | 0.0% | 0.03% | -7.1% |
| Q3 2020 | $671,000 | +10.4% | 5,525 | -3.1% | 0.03% | +3.7% |
| Q2 2020 | $608,000 | – | 5,700 | – | 0.03% | – |
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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% |