ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,262,293 | +23.9% | 14,706 | +27.7% | 1.30% | +31.6% |
| Q2 2023 | $1,826,185 | +15.5% | 11,517 | +1.2% | 0.99% | +3.6% |
| Q1 2023 | $1,580,751 | +20.9% | 11,378 | +4.9% | 0.95% | +15.4% |
| Q4 2022 | $1,307,528 | +4.4% | 10,848 | +3.5% | 0.83% | -10.1% |
| Q3 2022 | $1,253,000 | -3.9% | 10,485 | +0.7% | 0.92% | 0.0% |
| Q2 2022 | $1,304,000 | -10.2% | 10,413 | +13.9% | 0.92% | +4.4% |
| Q1 2022 | $1,452,000 | +0.1% | 9,141 | +9.2% | 0.88% | +1.0% |
| Q4 2021 | $1,451,000 | +16.9% | 8,369 | +3.0% | 0.87% | +7.9% |
| Q3 2021 | $1,241,000 | +3.3% | 8,128 | +2.0% | 0.81% | +3.6% |
| Q2 2021 | $1,201,000 | -1.6% | 7,972 | -12.2% | 0.78% | -4.9% |
| Q1 2021 | $1,221,000 | +31.3% | 9,075 | +29.8% | 0.82% | +17.3% |
| Q4 2020 | $930,000 | – | 6,992 | – | 0.70% | – |
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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% |