ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $207,000 | -75.7% | 1,196 | -78.6% | 0.00% | -76.5% |
| Q3 2021 | $853,000 | +10.9% | 5,590 | +9.5% | 0.02% | -10.5% |
| Q2 2021 | $769,000 | +12.1% | 5,107 | +0.1% | 0.02% | -44.1% |
| Q1 2021 | $686,000 | +1.3% | 5,101 | +0.3% | 0.03% | -5.6% |
| Q4 2020 | $677,000 | +70.5% | 5,087 | +55.4% | 0.04% | +20.0% |
| Q3 2020 | $397,000 | – | 3,274 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |