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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,696,707 | +21.8% | 23,314 | +6.7% | 2.27% | +17.9% |
| Q1 2023 | $3,034,477 | +8.1% | 21,842 | -6.2% | 1.93% | +3.7% |
| Q4 2022 | $2,806,632 | +18.0% | 23,286 | +17.0% | 1.86% | +6.3% |
| Q3 2022 | $2,379,019 | -4.5% | 19,910 | +0.1% | 1.75% | -0.1% |
| Q2 2022 | $2,490,768 | -24.0% | 19,888 | -3.6% | 1.75% | -23.2% |
| Q1 2022 | $3,276,541 | -8.8% | 20,624 | -0.4% | 2.28% | -6.5% |
| Q4 2021 | $3,590,823 | +13.3% | 20,714 | -0.3% | 2.44% | +1.6% |
| Q3 2021 | $3,170,388 | -1.1% | 20,766 | -2.5% | 2.40% | -5.4% |
| Q2 2021 | $3,206,130 | +10.0% | 21,289 | -1.8% | 2.54% | -8.9% |
| Q1 2021 | $2,915,558 | -5.3% | 21,671 | -6.3% | 2.79% | -17.9% |
| Q4 2020 | $3,077,174 | – | 23,130 | – | 3.40% | – |
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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% |