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 | $427,340 | -3.0% | 2,778 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $440,480 | +14.1% | 2,778 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $385,950 | +15.3% | 2,778 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $334,832 | +0.9% | 2,778 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $332,000 | -44.0% | 2,778 | -41.3% | 0.00% | -50.0% |
| Q2 2022 | $593,000 | -32.3% | 4,731 | -14.2% | 0.00% | -20.0% |
| Q1 2022 | $876,000 | -38.1% | 5,517 | -32.4% | 0.01% | -28.6% |
| Q4 2021 | $1,415,000 | -17.0% | 8,164 | -27.8% | 0.01% | -30.0% |
| Q2 2021 | $1,704,000 | +12.0% | 11,313 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,522,000 | +1.1% | 11,313 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,505,000 | +9.6% | 11,313 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $1,373,000 | -5.6% | 11,313 | -17.1% | 0.01% | -8.3% |
| Q2 2020 | $1,455,000 | +12.9% | 13,643 | -10.9% | 0.01% | -7.7% |
| Q1 2020 | $1,289,000 | -12.8% | 15,310 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,479,000 | – | 15,310 | – | 0.01% | – |
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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% |