ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 304 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,545,953 | +736.0% | 21,191 | +660.4% | 0.68% | +721.7% |
| Q1 2024 | $543,794 | +3.9% | 2,787 | -6.7% | 0.08% | +18.6% |
| Q4 2023 | $523,417 | -54.6% | 2,987 | -60.2% | 0.07% | -72.1% |
| Q3 2023 | $1,153,110 | +206921.5% | 7,496 | +113.4% | 0.25% | +178.9% |
| Q2 2023 | $557 | -46.0% | 3,513 | -52.6% | 0.09% | -46.7% |
| Q1 2023 | $1,031 | +130.6% | 7,411 | +100.0% | 0.17% | +101.2% |
| Q4 2022 | $447 | -100.0% | 3,706 | -50.6% | 0.08% | -66.5% |
| Q3 2022 | $1,153,110 | +222.1% | 7,496 | +179.3% | 0.25% | +213.8% |
| Q2 2022 | $358,000 | -1.1% | 2,684 | +14.4% | 0.08% | +8.1% |
| Q1 2022 | $362,000 | – | 2,347 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
| SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
| Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
| Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
| Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
| Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
| Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
| Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
| Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |