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 | $47,799,157 | +0.9% | 310,727 | +4.0% | 11.88% | +7.1% |
| Q2 2023 | $47,360,348 | +29.8% | 298,690 | +13.7% | 11.09% | +23.4% |
| Q1 2023 | $36,483,395 | +17.3% | 262,603 | +1.8% | 8.99% | +7.4% |
| Q4 2022 | $31,099,932 | +5.0% | 258,026 | +4.1% | 8.37% | -6.2% |
| Q3 2022 | $29,631,000 | +3.9% | 247,979 | +8.9% | 8.92% | +6.1% |
| Q2 2022 | $28,527,000 | +35.3% | 227,785 | +71.7% | 8.41% | +63.5% |
| Q1 2022 | $21,080,000 | +34.5% | 132,692 | +47.5% | 5.14% | +35.4% |
| Q4 2021 | $15,675,000 | +20.0% | 89,941 | +5.1% | 3.80% | +13.4% |
| Q3 2021 | $13,067,000 | +3.6% | 85,591 | +2.2% | 3.35% | +3.3% |
| Q2 2021 | $12,615,000 | +0.9% | 83,770 | -9.9% | 3.24% | -7.3% |
| Q1 2021 | $12,505,000 | -2.6% | 92,949 | +0.1% | 3.50% | +0.1% |
| Q4 2020 | $12,841,000 | – | 92,813 | – | 3.50% | – |
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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% |