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 | $216,516 | -3.0% | 1,408 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $223,174 | +0.1% | 1,408 | +0.5% | 0.16% | +11.3% |
| Q1 2022 | $223,000 | -8.2% | 1,401 | +0.1% | 0.14% | +13.6% |
| Q4 2021 | $243,000 | +13.6% | 1,400 | 0.0% | 0.12% | +8.7% |
| Q3 2021 | $214,000 | +1.4% | 1,400 | 0.0% | 0.12% | +1.8% |
| Q2 2021 | $211,000 | +263.8% | 1,400 | -1.1% | 0.11% | +50.7% |
| Q3 2013 | $58,000 | +7.4% | 1,415 | 0.0% | 0.08% | -2.6% |
| Q2 2013 | $54,000 | – | 1,415 | – | 0.08% | – |
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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% |