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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,221 | -86.9% | 14 | -87.9% | 0.00% | -100.0% |
Q2 2021 | $17,000 | -91.9% | 116 | -95.7% | 0.00% | -97.8% |
Q2 2018 | $209,000 | +6.1% | 2,672 | 0.0% | 0.09% | -9.8% |
Q1 2018 | $197,000 | -27.6% | 2,672 | -28.2% | 0.10% | -13.6% |
Q4 2017 | $272,000 | +7.9% | 3,719 | 0.0% | 0.12% | -2.5% |
Q3 2017 | $252,000 | -48.6% | 3,719 | -51.1% | 0.12% | -48.3% |
Q2 2017 | $490,000 | -18.9% | 7,601 | -22.6% | 0.23% | -19.3% |
Q1 2017 | $604,000 | -91.0% | 9,826 | -91.7% | 0.29% | -91.3% |
Q4 2016 | $6,677,000 | – | 118,549 | – | 3.34% | – |
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% |