Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 240 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
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$34,000
+3.0%
2200.0%0.00%0.0%
Q2 2021$33,000
+43.5%
220
+29.4%
0.00%
+33.3%
Q1 2021$23,000
-20.7%
170
-22.7%
0.00%
-40.0%
Q4 2020$29,000
+7.4%
2200.0%0.01%0.0%
Q3 2020$27,0002200.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 5,599,915$701,333,00024.80%
SOA Wealth Advisors, LLC. 227,785$28,527,0008.41%
Baystate Wealth Management LLC 653,067$81,790,0007.94%
Stonebridge Financial Planning Group, LLC 82,798$10,370,0007.04%
Aspire Capital Advisors LLC 70,546$8,835,0006.70%
Legacy Wealth Planning, LLC 30,561$3,827,0005.49%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 60,600$7,590,0005.20%
Strategic Equity Management 71,352$8,936,0004.64%
Atlantic Union Bankshares Corp 347,817$43,560,0004.45%
Crumly & Associates Inc. 84,607$10,596,0004.40%
View complete list of ISHARES TR shareholders