ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,565 | +171.1% | 250,764 | +175.6% | 0.09% | +187.5% |
| Q2 2023 | $14,228 | +56.6% | 90,998 | +37.1% | 0.03% | +45.5% |
| Q1 2023 | $9,086 | +34.1% | 66,356 | +18.3% | 0.02% | +22.2% |
| Q4 2022 | $6,775 | -99.9% | 56,115 | -22.5% | 0.02% | -25.0% |
| Q3 2022 | $8,803,000 | +79.4% | 72,369 | +84.7% | 0.02% | +84.6% |
| Q2 2022 | $4,908,000 | +694.2% | 39,189 | +907.2% | 0.01% | +1200.0% |
| Q1 2022 | $618,000 | +28.2% | 3,891 | +21.7% | 0.00% | 0.0% |
| Q4 2021 | $482,000 | +1.3% | 3,198 | +2.5% | 0.00% | 0.0% |
| Q3 2021 | $476,000 | -1.2% | 3,121 | -2.4% | 0.00% | 0.0% |
| Q2 2021 | $482,000 | +26.2% | 3,198 | +12.6% | 0.00% | 0.0% |
| Q1 2021 | $382,000 | +39.4% | 2,839 | +37.7% | 0.00% | 0.0% |
| Q4 2020 | $274,000 | – | 2,062 | – | 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% |