ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 224 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,602,374 | +114.0% | 26,116 | +94.6% | 0.20% | +312.5% |
| Q1 2024 | $2,618,332 | +15.1% | 13,420 | +6.9% | 0.05% | -36.0% |
| Q4 2023 | $2,275,668 | +88.1% | 12,549 | +59.6% | 0.08% | +63.0% |
| Q3 2023 | $1,209,565 | -38.0% | 7,863 | -36.1% | 0.05% | -36.1% |
| Q2 2023 | $1,951,081 | +142.2% | 12,305 | +112.2% | 0.07% | +132.3% |
| Q1 2023 | $805,516 | +1491596.3% | 5,798 | +1200.0% | 0.03% | +933.3% |
| Q4 2022 | $54 | -99.9% | 446 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -5.4% | 446 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $56,000 | -21.1% | 446 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $71,000 | -26.8% | 446 | -20.6% | 0.00% | 0.0% |
| Q4 2021 | $97,000 | +42.6% | 562 | +26.0% | 0.00% | 0.0% |
| Q3 2021 | $68,000 | +1.5% | 446 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | -10.7% | 446 | -20.6% | 0.00% | 0.0% |
| Q1 2021 | $75,000 | – | 562 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
| SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
| Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
| Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
| Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
| Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
| Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
| Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
| Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |