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 | $666,666 | -3.0% | 4,334 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $687,165 | +14.2% | 4,334 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $601,811 | +15.3% | 4,332 | +0.1% | 0.01% | +9.1% |
| Q4 2022 | $521,795 | -4.6% | 4,329 | -5.4% | 0.01% | -8.3% |
| Q3 2022 | $547,000 | -4.5% | 4,576 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $573,000 | -26.5% | 4,573 | -6.9% | 0.01% | -7.7% |
| Q1 2022 | $780,000 | -3.5% | 4,911 | +5.3% | 0.01% | +8.3% |
| Q4 2021 | $808,000 | +30.1% | 4,663 | +14.7% | 0.01% | +20.0% |
| Q3 2021 | $621,000 | +2.8% | 4,066 | +1.3% | 0.01% | +11.1% |
| Q2 2021 | $604,000 | +12.1% | 4,012 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $539,000 | +1.1% | 4,006 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $533,000 | +33.2% | 4,006 | +21.6% | 0.01% | +25.0% |
| Q3 2020 | $400,000 | +14.0% | 3,295 | +0.1% | 0.01% | 0.0% |
| Q2 2020 | $351,000 | – | 3,291 | – | 0.01% | – |
Download | ||||||
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% |