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 | $1,571,373 | +7.3% | 10,215 | +10.6% | 0.13% | +8.5% |
| Q2 2023 | $1,464,936 | +31.4% | 9,239 | +15.1% | 0.12% | +24.5% |
| Q1 2023 | $1,114,913 | +115315.4% | 8,025 | +0.1% | 0.09% | +5.6% |
| Q4 2022 | $966 | -99.9% | 8,018 | +10.8% | 0.09% | -1.1% |
| Q3 2022 | $864,000 | +36.7% | 7,234 | +43.3% | 0.09% | +57.9% |
| Q2 2022 | $632,000 | -16.2% | 5,049 | +6.4% | 0.06% | -6.6% |
| Q1 2022 | $754,000 | -8.0% | 4,744 | +0.3% | 0.06% | -9.0% |
| Q4 2021 | $820,000 | +17.8% | 4,731 | +3.8% | 0.07% | -6.9% |
| Q3 2021 | $696,000 | +9.1% | 4,559 | +7.6% | 0.07% | +12.5% |
| Q2 2021 | $638,000 | +16.8% | 4,236 | +4.4% | 0.06% | +12.3% |
| Q1 2021 | $546,000 | -6.7% | 4,057 | -7.7% | 0.06% | -13.6% |
| Q4 2020 | $585,000 | +13.4% | 4,396 | +3.4% | 0.07% | -9.6% |
| Q3 2020 | $516,000 | +4.5% | 4,253 | -8.3% | 0.07% | -2.7% |
| Q2 2020 | $494,000 | +25.1% | 4,637 | -1.2% | 0.08% | +1.4% |
| Q1 2020 | $395,000 | +9.4% | 4,691 | +25.6% | 0.07% | +13.8% |
| Q4 2019 | $361,000 | – | 3,734 | – | 0.06% | – |
Download | ||||||
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% |