ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,822 | -3.0% | 4,998 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $792,462 | +11.5% | 4,998 | -2.3% | 0.06% | +9.8% |
| Q1 2023 | $710,586 | +15.4% | 5,115 | +0.1% | 0.05% | +8.5% |
| Q4 2022 | $615,721 | +3.5% | 5,108 | +2.6% | 0.05% | -6.0% |
| Q3 2022 | $595,000 | -4.5% | 4,980 | +0.2% | 0.05% | 0.0% |
| Q2 2022 | $623,000 | -18.9% | 4,972 | +2.9% | 0.05% | -2.0% |
| Q1 2022 | $768,000 | -3.6% | 4,833 | +5.1% | 0.05% | -1.9% |
| Q4 2021 | $797,000 | +189.8% | 4,600 | +152.3% | 0.05% | +136.4% |
| Q2 2021 | $275,000 | +0.7% | 1,823 | -10.2% | 0.02% | -15.4% |
| Q1 2021 | $273,000 | +14.2% | 2,030 | +12.9% | 0.03% | +4.0% |
| Q4 2020 | $239,000 | +2.1% | 1,798 | -6.9% | 0.02% | +38.9% |
| Q3 2020 | $234,000 | – | 1,932 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |