Old North State Trust, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Old North State Trust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$154,000
+13.2%
8900.0%0.11%
-8.3%
Q3 2021$136,000
+195.7%
890
+189.9%
0.12%
+245.7%
Q2 2021$46,000
+12.2%
3070.0%0.04%
+9.4%
Q1 2021$41,0003070.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 67,834$10,434,90420.21%
First Citizens Asset Management, Inc. 257,913$39,674,76516.86%
FIRST CITIZENS BANK & TRUST CO 4,460,656$686,182,71213.36%
SOA Wealth Advisors, LLC. 310,727$47,799,15711.88%
Simplicity Wealth,LLC 111,928$17,217,87710.08%
Kingdom Financial Group LLC. 65,691$10,105,2469.52%
Baystate Wealth Management LLC 680,054$104,612,7088.62%
Intelligence Driven Advisers, LLC 310,732$48,101,3658.54%
Cosner Financial Group, LLC 57,410$8,831,3807.78%
Aspire Capital Advisors LLC 104,405$16,060,6167.31%
View complete list of ISHARES TR shareholders