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 | $3,754 | -2.8% | 24,362 | 0.0% | 0.20% | +1.0% |
| Q2 2023 | $3,862 | +14.1% | 24,362 | 0.0% | 0.19% | +17.0% |
| Q1 2023 | $3,384 | +20.3% | 24,362 | +3.4% | 0.16% | -5.7% |
| Q4 2022 | $2,814 | -99.9% | 23,558 | 0.0% | 0.18% | 0.0% |
| Q3 2022 | $2,814,000 | -4.6% | 23,558 | 0.0% | 0.18% | +6.1% |
| Q2 2022 | $2,950,000 | +146.0% | 23,558 | +211.9% | 0.16% | +170.5% |
| Q1 2022 | $1,199,000 | -16.9% | 7,552 | -9.3% | 0.06% | -14.1% |
| Q4 2021 | $1,443,000 | +33.7% | 8,326 | +17.8% | 0.07% | +12.7% |
| Q3 2021 | $1,079,000 | – | 7,068 | – | 0.06% | – |
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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% |