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 | $6,164,276 | -6.1% | 40,072 | -3.2% | 0.02% | 0.0% |
Q2 2023 | $6,563,908 | +37.0% | 41,397 | +20.0% | 0.02% | +41.7% |
Q1 2023 | $4,791,974 | +103779.8% | 34,492 | -9.9% | 0.01% | 0.0% |
Q4 2022 | $4,613 | -99.9% | 38,278 | +1.0% | 0.01% | -7.7% |
Q3 2022 | $4,527,000 | +6.3% | 37,890 | +11.4% | 0.01% | +8.3% |
Q2 2022 | $4,260,000 | -0.5% | 34,011 | +26.2% | 0.01% | +9.1% |
Q1 2022 | $4,282,000 | -12.6% | 26,955 | -4.6% | 0.01% | 0.0% |
Q4 2021 | $4,897,000 | +13.9% | 28,252 | +0.3% | 0.01% | 0.0% |
Q3 2021 | $4,299,000 | -0.2% | 28,162 | -1.5% | 0.01% | 0.0% |
Q2 2021 | $4,306,000 | +12.9% | 28,595 | +0.8% | 0.01% | 0.0% |
Q1 2021 | $3,815,000 | +9.2% | 28,356 | +7.9% | 0.01% | +10.0% |
Q4 2020 | $3,495,000 | +27.0% | 26,273 | +15.9% | 0.01% | +11.1% |
Q3 2020 | $2,751,000 | +38.0% | 22,670 | +21.2% | 0.01% | +12.5% |
Q2 2020 | $1,994,000 | +16.7% | 18,698 | -7.9% | 0.01% | 0.0% |
Q1 2020 | $1,709,000 | -15.6% | 20,298 | -3.1% | 0.01% | +14.3% |
Q4 2019 | $2,024,000 | +45.1% | 20,958 | +30.8% | 0.01% | +40.0% |
Q3 2019 | $1,395,000 | +40.1% | 16,026 | +38.1% | 0.01% | +25.0% |
Q2 2019 | $996,000 | – | 11,606 | – | 0.00% | – |
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% |