ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 271 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $989,366 | +17.1% | 4,612 | +6.5% | 0.10% | +14.9% |
| Q1 2024 | $844,978 | +17.6% | 4,331 | +5.7% | 0.09% | +8.8% |
| Q4 2023 | $718,227 | +110.4% | 4,099 | +84.7% | 0.08% | +90.5% |
| Q3 2023 | $341,349 | +2.5% | 2,219 | +5.7% | 0.04% | +7.7% |
| Q2 2023 | $332,976 | +19.7% | 2,100 | +4.8% | 0.04% | +11.4% |
| Q1 2023 | $278,277 | +20.5% | 2,003 | +3.8% | 0.04% | +6.1% |
| Q3 2022 | $231,000 | +0.4% | 1,930 | +8.4% | 0.03% | +6.5% |
| Q2 2022 | $230,000 | -11.2% | 1,780 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $259,000 | -17.5% | 1,780 | -1.7% | 0.03% | -11.1% |
| Q4 2021 | $314,000 | +13.8% | 1,810 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $276,000 | -4.2% | 1,810 | 0.0% | 0.04% | -11.9% |
| Q2 2021 | $288,000 | +18.0% | 1,810 | 0.0% | 0.04% | +7.7% |
| Q1 2021 | $244,000 | -0.4% | 1,810 | 0.0% | 0.04% | -7.1% |
| Q4 2020 | $245,000 | +11.4% | 1,810 | 0.0% | 0.04% | -4.5% |
| Q3 2020 | $220,000 | – | 1,810 | – | 0.04% | – |
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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% |