ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 2,856,972 | $380,091,000 | 19.41% |
| Strategic Equity Management | 261,227 | $34,754,000 | 15.58% |
| Horst & Graben Wealth Management LLC | 238,052 | $31,670,000 | 10.92% |
| FundX Investment Group, LLC | 175,493 | $23,348,000 | 9.74% |
| Crumly & Associates Inc. | 99,182 | $13,501,000 | 9.48% |
| Baystate Wealth Management LLC | 611,132 | $81,305,000 | 9.26% |
| Atlantic Union Bankshares Corp | 543,500 | $72,307,000 | 7.51% |
| Stonebridge Financial Planning Group, LLC | 78,565 | $10,452,000 | 6.62% |
| Legacy Wealth Planning, LLC | 27,043 | $3,598,000 | 4.62% |
| Global Wealth Management Investment Advisory, Inc. | 81,948 | $10,902,000 | 4.22% |