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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205,000 | -30.0% | 1,290 | -23.7% | 0.05% | -28.0% |
| Q4 2021 | $293,000 | +19.1% | 1,690 | +5.0% | 0.08% | +10.3% |
| Q3 2021 | $246,000 | +6.0% | 1,610 | +4.5% | 0.07% | +30.8% |
| Q2 2021 | $232,000 | -34.6% | 1,540 | -41.6% | 0.05% | -40.2% |
| Q1 2021 | $355,000 | +1.1% | 2,638 | 0.0% | 0.09% | -3.3% |
| Q4 2020 | $351,000 | +12.5% | 2,638 | +2.7% | 0.09% | 0.0% |
| Q3 2020 | $312,000 | +9.1% | 2,568 | -4.2% | 0.09% | -10.0% |
| Q2 2020 | $286,000 | – | 2,680 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |