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 2023 | $608,705 | -3.0% | 3,957 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $627,422 | +11.3% | 3,957 | -2.5% | 0.23% | +5.1% |
| Q1 2023 | $563,639 | +13.6% | 4,057 | -1.4% | 0.22% | +6.4% |
| Q4 2022 | $496,101 | +3.6% | 4,116 | +2.7% | 0.20% | -6.5% |
| Q3 2022 | $479,000 | -4.6% | 4,008 | 0.0% | 0.22% | -4.0% |
| Q2 2022 | $502,000 | -21.2% | 4,008 | 0.0% | 0.23% | -12.4% |
| Q1 2022 | $637,000 | -8.3% | 4,008 | 0.0% | 0.26% | -16.2% |
| Q4 2021 | $695,000 | +16.4% | 4,008 | +2.5% | 0.31% | -30.3% |
| Q3 2021 | $597,000 | +1.4% | 3,910 | 0.0% | 0.44% | +3.0% |
| Q2 2021 | $589,000 | +11.6% | 3,910 | -0.4% | 0.43% | +2.1% |
| Q1 2021 | $528,000 | +3.7% | 3,925 | +2.5% | 0.42% | -9.9% |
| Q4 2020 | $509,000 | – | 3,830 | – | 0.47% | – |
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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% |