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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,536,000 | -7.2% | 10,062 | -8.5% | 1.32% | -7.7% |
| Q2 2021 | $1,655,000 | +11.9% | 10,992 | +0.0% | 1.43% | +8.3% |
| Q1 2021 | $1,479,000 | +6.9% | 10,991 | +5.7% | 1.32% | +1.0% |
| Q4 2020 | $1,383,000 | +8.4% | 10,399 | -1.1% | 1.30% | +9.2% |
| Q3 2020 | $1,276,000 | +9.1% | 10,511 | +0.0% | 1.20% | +1.4% |
| Q2 2020 | $1,170,000 | +48.5% | 10,510 | +12.3% | 1.18% | +50.8% |
| Q1 2020 | $788,000 | -19.8% | 9,358 | -8.0% | 0.78% | -14.8% |
| Q4 2019 | $983,000 | – | 10,173 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |