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 | $44,918 | -43.6% | 292 | -41.8% | 0.00% | -50.0% |
| Q2 2023 | $79,597 | +14.1% | 502 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $69,743 | -83.2% | 502 | -85.4% | 0.00% | -84.6% |
| Q4 2022 | $414,262 | +483.5% | 3,437 | +480.6% | 0.01% | +550.0% |
| Q3 2022 | $71,000 | -4.1% | 592 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $74,000 | -21.3% | 592 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $94,000 | -45.7% | 592 | -40.7% | 0.00% | -50.0% |
| Q4 2021 | $173,000 | +10.2% | 998 | -2.7% | 0.00% | 0.0% |
| Q3 2021 | $157,000 | -6.0% | 1,026 | -7.2% | 0.00% | -20.0% |
| Q2 2021 | $167,000 | +38.0% | 1,106 | +23.4% | 0.01% | +25.0% |
| Q1 2021 | $121,000 | +11.0% | 896 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $109,000 | 0.0% | 896 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $109,000 | +60.3% | 896 | +40.2% | 0.01% | +66.7% |
| Q2 2020 | $68,000 | +19.3% | 639 | -6.2% | 0.00% | 0.0% |
| Q1 2020 | $57,000 | -8.1% | 681 | +6.6% | 0.00% | 0.0% |
| Q4 2019 | $62,000 | +5.1% | 639 | -5.8% | 0.00% | 0.0% |
| Q3 2019 | $59,000 | +118.5% | 678 | +115.2% | 0.00% | +200.0% |
| Q2 2019 | $27,000 | -12.9% | 315 | -19.2% | 0.00% | -50.0% |
| Q2 2018 | $31,000 | +6.9% | 390 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $29,000 | – | 390 | – | 0.00% | – |
Download | ||||||
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% |