ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 364 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $600,656 | +10.0% | 2,800 | 0.0% | 0.04% | +10.3% |
| Q1 2024 | $546,280 | +11.3% | 2,800 | 0.0% | 0.04% | +2.6% |
| Q4 2023 | $490,616 | +13.9% | 2,800 | 0.0% | 0.04% | 0.0% |
| Q3 2023 | $430,724 | -3.0% | 2,800 | 0.0% | 0.04% | +2.7% |
| Q2 2023 | $443,968 | +14.1% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q1 2023 | $389,004 | +15.3% | 2,800 | 0.0% | 0.04% | +9.1% |
| Q4 2022 | $337,484 | +0.7% | 2,800 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $335,000 | -4.6% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $351,000 | -21.1% | 2,800 | 0.0% | 0.03% | -5.6% |
| Q1 2022 | $445,000 | -8.2% | 2,800 | 0.0% | 0.04% | -5.3% |
| Q4 2021 | $485,000 | +13.6% | 2,800 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $427,000 | +1.2% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $422,000 | +11.9% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $377,000 | +1.1% | 2,800 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $373,000 | +9.7% | 2,800 | 0.0% | 0.04% | -5.4% |
| Q3 2020 | $340,000 | +13.7% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q2 2020 | $299,000 | +26.7% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q1 2020 | $236,000 | -12.6% | 2,800 | 0.0% | 0.04% | +9.4% |
| Q4 2019 | $270,000 | +10.7% | 2,800 | 0.0% | 0.03% | +6.7% |
| Q3 2019 | $244,000 | +1.7% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $240,000 | +4.3% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $230,000 | +14.4% | 2,800 | 0.0% | 0.03% | -3.2% |
| Q4 2018 | $201,000 | -15.9% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $239,000 | +9.1% | 2,800 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $219,000 | +5.8% | 2,800 | 0.0% | 0.03% | +6.7% |
| Q1 2018 | $207,000 | +1.0% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $205,000 | – | 2,800 | – | 0.03% | – |
Download | ||||||
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% |