Independent Wealth Network Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 240 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
Independent Wealth Network Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$391,000
+4.3%
2,258
+1.6%
0.24%
-1.6%
Q3 2021$375,0002,2230.24%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 5,599,915$701,333,00024.80%
SOA Wealth Advisors, LLC. 227,785$28,527,0008.41%
Baystate Wealth Management LLC 653,067$81,790,0007.94%
Stonebridge Financial Planning Group, LLC 82,798$10,370,0007.04%
Aspire Capital Advisors LLC 70,546$8,835,0006.70%
Legacy Wealth Planning, LLC 30,561$3,827,0005.49%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 60,600$7,590,0005.20%
Strategic Equity Management 71,352$8,936,0004.64%
Atlantic Union Bankshares Corp 347,817$43,560,0004.45%
Crumly & Associates Inc. 84,607$10,596,0004.40%
View complete list of ISHARES TR shareholders