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 | $461,490 | -6.1% | 3,000 | -3.2% | 0.03% | 0.0% |
| Q2 2023 | $491,536 | +82234.3% | 3,100 | -27.9% | 0.03% | -19.0% |
| Q1 2023 | $597 | -17.4% | 4,300 | -28.3% | 0.04% | -16.0% |
| Q4 2022 | $723 | -99.9% | 6,000 | +5.3% | 0.05% | -3.8% |
| Q3 2022 | $681,000 | -17.7% | 5,700 | -13.6% | 0.05% | -13.3% |
| Q2 2022 | $827,000 | -19.9% | 6,600 | +1.5% | 0.06% | -9.1% |
| Q1 2022 | $1,033,000 | -11.0% | 6,500 | -3.0% | 0.07% | -7.0% |
| Q4 2021 | $1,161,000 | +31.2% | 6,700 | +15.5% | 0.07% | +22.4% |
| Q3 2021 | $885,000 | +17.5% | 5,800 | +16.0% | 0.06% | +20.8% |
| Q2 2021 | $753,000 | +16.6% | 5,000 | +4.2% | 0.05% | +9.1% |
| Q1 2021 | $646,000 | – | 4,800 | – | 0.04% | – |
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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% |