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 | $442,108 | -2.7% | 2,874 | +0.3% | 0.04% | +2.9% |
| Q2 2023 | $454,433 | +14.1% | 2,866 | 0.0% | 0.03% | +9.7% |
| Q1 2023 | $398,174 | +15.3% | 2,866 | 0.0% | 0.03% | +6.9% |
| Q4 2022 | $345,439 | +5.3% | 2,866 | +4.4% | 0.03% | -6.5% |
| Q3 2022 | $328,000 | -40.3% | 2,745 | -37.4% | 0.03% | -36.7% |
| Q2 2022 | $549,000 | -24.3% | 4,386 | -3.9% | 0.05% | -14.0% |
| Q1 2022 | $725,000 | -8.5% | 4,566 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $792,000 | +30.9% | 4,566 | +15.3% | 0.06% | +18.0% |
| Q3 2021 | $605,000 | +15.2% | 3,960 | +13.6% | 0.05% | +16.3% |
| Q2 2021 | $525,000 | +11.7% | 3,486 | -0.3% | 0.04% | +7.5% |
| Q1 2021 | $470,000 | +3.5% | 3,496 | +2.3% | 0.04% | -32.2% |
| Q4 2020 | $454,000 | – | 3,416 | – | 0.06% | – |
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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% |