MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$562,000
+6.6%
3,680
+5.1%
0.04%
+8.6%
Q2 2021$527,000
+10.7%
3,500
-1.1%
0.04%0.0%
Q1 2021$476,000
+70.0%
3,540
+68.5%
0.04%
+66.7%
Q4 2020$280,000
+6.5%
2,1010.0%0.02%
-8.7%
Q3 2020$263,0002,1010.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Aspire Capital Advisors LLC 63,048$10,929,00036.51%
FIRST CITIZENS BANK & TRUST CO 3,571,786$619,169,00024.22%
Baystate Wealth Management LLC 584,718$101,361,0009.15%
Strategic Equity Management 161,883$28,062,0008.78%
Atlantic Union Bankshares Corp 519,720$90,094,0007.64%
Mason & Associates Inc 133,826$23,199,0007.05%
Stonebridge Financial Planning Group, LLC 82,606$12,852,0006.74%
Crumly & Associates Inc. 105,796$16,517,0006.52%
SURIENCE PRIVATE WEALTH LLC 43,254$7,498,0006.11%
Legacy Wealth Planning, LLC 27,791$4,818,0005.50%
View complete list of ISHARES TR shareholders