ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,879 | +2.3% | 2,710 | +5.4% | 0.06% | +8.5% |
| Q2 2023 | $407,499 | +18.5% | 2,570 | +3.8% | 0.06% | +11.3% |
| Q1 2023 | $343,852 | +15.3% | 2,475 | 0.0% | 0.05% | +3.9% |
| Q4 2022 | $298,312 | +0.8% | 2,475 | 0.0% | 0.05% | -5.6% |
| Q3 2022 | $296,000 | +1.7% | 2,475 | +6.7% | 0.05% | +5.9% |
| Q2 2022 | $291,000 | -2.7% | 2,320 | +34.4% | 0.05% | +34.2% |
| Q1 2022 | $299,000 | 0.0% | 1,726 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $299,000 | – | 1,726 | – | 0.04% | – |
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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% |