ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 223 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $690,279 | -6.8% | 4,544 | 0.0% | 0.04% | +27.3% |
| Q2 2023 | $740,854 | +15.0% | 4,544 | -2.2% | 0.03% | -45.0% |
| Q1 2023 | $644,169 | +10.0% | 4,644 | 0.0% | 0.06% | +1.7% |
| Q4 2022 | $585,608 | +6.9% | 4,644 | 0.0% | 0.06% | -3.3% |
| Q3 2022 | $548,000 | -11.6% | 4,644 | 0.0% | 0.06% | -28.2% |
| Q2 2022 | $620,000 | -10.5% | 4,644 | 0.0% | 0.08% | -4.5% |
| Q1 2022 | $693,000 | -2.7% | 4,644 | 0.0% | 0.09% | +2.3% |
| Q4 2021 | $712,000 | -9.1% | 4,644 | 0.0% | 0.09% | +1.2% |
| Q3 2021 | $783,000 | +7.1% | 4,644 | 0.0% | 0.09% | -16.5% |
| Q2 2021 | $731,000 | – | 4,644 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 2,856,972 | $380,091,000 | 19.41% |
| Strategic Equity Management | 261,227 | $34,754,000 | 15.58% |
| Horst & Graben Wealth Management LLC | 238,052 | $31,670,000 | 10.92% |
| FundX Investment Group, LLC | 175,493 | $23,348,000 | 9.74% |
| Crumly & Associates Inc. | 99,182 | $13,501,000 | 9.48% |
| Baystate Wealth Management LLC | 611,132 | $81,305,000 | 9.26% |
| Atlantic Union Bankshares Corp | 543,500 | $72,307,000 | 7.51% |
| Stonebridge Financial Planning Group, LLC | 78,565 | $10,452,000 | 6.62% |
| Legacy Wealth Planning, LLC | 27,043 | $3,598,000 | 4.62% |
| Global Wealth Management Investment Advisory, Inc. | 81,948 | $10,902,000 | 4.22% |