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 | $116,967 | -3.0% | 760 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $120,564 | +14.3% | 760 | +0.1% | 0.04% | +9.1% |
| Q1 2023 | $105,475 | -21.9% | 759 | -11.0% | 0.03% | -29.8% |
| Q1 2022 | $135,000 | -49.8% | 853 | -45.0% | 0.05% | -50.5% |
| Q4 2021 | $269,000 | +30.6% | 1,552 | +14.9% | 0.10% | +14.5% |
| Q3 2021 | $206,000 | +1.5% | 1,351 | +0.1% | 0.08% | -3.5% |
| Q2 2021 | $203,000 | -30.2% | 1,350 | -50.5% | 0.09% | -58.3% |
| Q2 2020 | $291,000 | +27.1% | 2,729 | +0.1% | 0.21% | +22.6% |
| Q1 2020 | $229,000 | – | 2,725 | – | 0.17% | – |
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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% |