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 | 4,064,017 | $645,651,000 | 25.08% |
Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
Retireful, LLC | 1,663 | $233,000 | 5.60% |