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 | $1,240 | +21.3% | 8,063 | +25.1% | 0.00% | +33.3% |
| Q2 2023 | $1,022 | -3.8% | 6,443 | -15.7% | 0.00% | -25.0% |
| Q1 2023 | $1,062 | +15.3% | 7,643 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $921 | -99.9% | 7,643 | -3.6% | 0.00% | -25.0% |
| Q3 2022 | $948,000 | -4.5% | 7,932 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $993,000 | -21.0% | 7,932 | +0.3% | 0.00% | -25.0% |
| Q1 2022 | $1,257,000 | -8.4% | 7,912 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,372,000 | +19.6% | 7,912 | +5.3% | 0.00% | 0.0% |
| Q3 2021 | $1,147,000 | -26.5% | 7,511 | -27.5% | 0.00% | 0.0% |
| Q2 2021 | $1,560,000 | +11.9% | 10,361 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,394,000 | +2.5% | 10,361 | +1.4% | 0.00% | 0.0% |
| Q4 2020 | $1,360,000 | +66.9% | 10,221 | +52.3% | 0.00% | 0.0% |
| Q3 2020 | $815,000 | +196.4% | 6,713 | +109.4% | 0.00% | +300.0% |
| Q2 2019 | $275,000 | +34.8% | 3,206 | +29.0% | 0.00% | 0.0% |
| Q1 2019 | $204,000 | – | 2,485 | – | 0.00% | – |
Download | ||||||
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% |