ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 224 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,960 | +10.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $26,339 | +11.3% | 135 | 0.0% | 0.00% | +50.0% |
| Q4 2023 | $23,655 | +13.9% | 135 | 0.0% | 0.00% | -33.3% |
| Q3 2023 | $20,767 | -3.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $21,406 | +14.1% | 135 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $18,756 | +15.3% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $16,272 | +1.7% | 135 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $16,000 | 0.0% | 135 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $16,000 | -23.8% | 135 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $21,000 | -8.7% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +9.5% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | +5.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +11.1% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | 0.0% | 135 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $18,000 | +12.5% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +14.3% | 135 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $14,000 | +27.3% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -21.4% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | +16.7% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | +9.1% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | – | 135 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
| SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
| Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
| Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
| Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
| Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
| Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
| Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
| Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |