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 | $6,100,854 | +42.9% | 39,660 | +47.3% | 2.36% | +56.5% |
| Q2 2023 | $4,268,874 | +15.6% | 26,923 | +1.3% | 1.51% | +9.5% |
| Q1 2023 | $3,691,699 | +27.4% | 26,572 | +10.5% | 1.38% | +27.3% |
| Q4 2022 | $2,897,660 | +12.7% | 24,041 | +11.7% | 1.08% | +11.0% |
| Q3 2022 | $2,571,000 | +16.2% | 21,518 | +21.8% | 0.98% | -2.7% |
| Q2 2022 | $2,213,000 | -26.8% | 17,666 | -7.2% | 1.00% | -22.0% |
| Q1 2022 | $3,023,000 | +596.5% | 19,031 | +660.9% | 1.29% | +509.5% |
| Q4 2021 | $434,000 | +75.0% | 2,501 | +53.7% | 0.21% | +71.5% |
| Q3 2021 | $248,000 | +22.8% | 1,627 | -42.2% | 0.12% | -40.6% |
| Q4 2018 | $202,000 | – | 2,815 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |