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 | $16,067,165 | +24.2% | 104,448 | +28.0% | 0.18% | +21.2% |
| Q2 2023 | $12,940,983 | -0.6% | 81,615 | -12.9% | 0.15% | -10.4% |
| Q1 2023 | $13,020,946 | -29.8% | 93,734 | -39.3% | 0.16% | -67.4% |
| Q4 2022 | $18,538,413 | +502.1% | 154,322 | +499.0% | 0.50% | +880.4% |
| Q3 2022 | $3,079,000 | +86.4% | 25,762 | +95.3% | 0.05% | +88.9% |
| Q2 2022 | $1,652,000 | -32.2% | 13,191 | -14.0% | 0.03% | -30.8% |
| Q1 2022 | $2,435,000 | -40.8% | 15,330 | -35.4% | 0.04% | -37.1% |
| Q4 2021 | $4,116,000 | +386.0% | 23,742 | +328.1% | 0.06% | +195.2% |
| Q3 2021 | $847,000 | – | 5,546 | – | 0.02% | – |
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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% |