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 | $6,472,551 | +4.0% | 42,076 | +7.2% | 0.06% | +3.2% |
| Q2 2023 | $6,223,321 | +21.4% | 39,249 | +6.4% | 0.06% | +10.7% |
| Q1 2023 | $5,124,480 | -12.2% | 36,885 | -23.8% | 0.06% | +7.7% |
| Q4 2022 | $5,834,737 | -99.9% | 48,409 | -49.7% | 0.05% | -16.1% |
| Q3 2022 | $5,754,749,000 | +98983.1% | 96,228 | +107.5% | 0.06% | +3.3% |
| Q2 2022 | $5,808,000 | +55.7% | 46,376 | +97.5% | 0.06% | +53.8% |
| Q1 2022 | $3,731,000 | +12.9% | 23,486 | +23.2% | 0.04% | +18.2% |
| Q4 2021 | $3,304,000 | -35.1% | 19,058 | -42.9% | 0.03% | -35.3% |
| Q3 2021 | $5,093,000 | +102.3% | 33,357 | +99.6% | 0.05% | +75.9% |
| Q2 2021 | $2,517,000 | +12.8% | 16,713 | +0.8% | 0.03% | +3.6% |
| Q1 2021 | $2,231,000 | -9.1% | 16,580 | -10.5% | 0.03% | 0.0% |
| Q4 2020 | $2,455,000 | -99.9% | 18,517 | +27.6% | 0.03% | -15.2% |
| Q3 2020 | $1,762,000,000 | – | 14,517 | – | 0.03% | – |
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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% |