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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,430,927 | -5.0% | 9,302 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $1,506,637 | +0.2% | 9,502 | -12.2% | 0.00% | 0.0% |
| Q1 2023 | $1,503,362 | +8.9% | 10,821 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $1,379,948 | -3.6% | 11,449 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $1,431,000 | +9.1% | 11,979 | +14.3% | 0.00% | 0.0% |
| Q2 2022 | $1,312,000 | +18.8% | 10,479 | +50.8% | 0.00% | 0.0% |
| Q1 2022 | $1,104,000 | +84.9% | 6,947 | +75.3% | 0.00% | – |
| Q2 2021 | $597,000 | +81.5% | 3,964 | +62.3% | 0.00% | – |
| Q1 2021 | $329,000 | +2641.7% | 2,442 | +926.1% | 0.00% | – |
| Q4 2014 | $12,000 | +9.1% | 238 | 0.0% | 0.00% | – |
| Q3 2014 | $11,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q2 2014 | $11,000 | – | 238 | – | 0.00% | – |
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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% |