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 | $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 | 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% |