ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 223 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,246,285 | -50.8% | 53,606 | -49.3% | 0.07% | -49.6% |
| Q2 2023 | $16,765,363 | +20.3% | 105,735 | +5.4% | 0.14% | +15.6% |
| Q1 2023 | $13,940,131 | +211.1% | 100,339 | +169.9% | 0.12% | +190.5% |
| Q4 2022 | $4,480,784 | +28.4% | 37,176 | +27.3% | 0.04% | -40.0% |
| Q3 2022 | $3,490,000 | +15.4% | 29,209 | +21.0% | 0.07% | +45.8% |
| Q2 2022 | $3,024,000 | +13.5% | 24,144 | +44.0% | 0.05% | +26.3% |
| Q1 2022 | $2,664,000 | +48.5% | 16,768 | +62.0% | 0.04% | +46.2% |
| Q4 2021 | $1,794,000 | +9.7% | 10,348 | -3.4% | 0.03% | 0.0% |
| Q3 2021 | $1,636,000 | +2.9% | 10,716 | +1.5% | 0.03% | 0.0% |
| Q2 2021 | $1,590,000 | -16.4% | 10,555 | -25.4% | 0.03% | -29.7% |
| Q1 2021 | $1,903,000 | -17.1% | 14,142 | -18.0% | 0.04% | -17.8% |
| Q4 2020 | $2,296,000 | +17.1% | 17,256 | +6.8% | 0.04% | -72.0% |
| Q3 2020 | $1,961,000 | +30.5% | 16,154 | +14.6% | 0.16% | +15.8% |
| Q2 2020 | $1,503,000 | +217.1% | 14,101 | +150.4% | 0.14% | +139.7% |
| Q1 2020 | $474,000 | – | 5,632 | – | 0.06% | – |
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% |