ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $38,000 | -30.9% | 250 | -31.5% | 0.02% | -33.3% |
| Q2 2021 | $55,000 | -30.4% | 365 | -38.1% | 0.03% | -31.8% |
| Q1 2021 | $79,000 | +1.3% | 590 | 0.0% | 0.04% | -15.4% |
| Q4 2020 | $78,000 | +8.3% | 590 | 0.0% | 0.05% | -13.3% |
| Q3 2020 | $72,000 | -25.8% | 590 | -35.2% | 0.06% | -30.2% |
| Q2 2020 | $97,000 | – | 910 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |