ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,653,075 | -0.2% | 407,288 | +2.9% | 0.11% | +2.7% |
| Q2 2023 | $62,761,957 | -0.4% | 395,825 | -12.7% | 0.11% | -6.7% |
| Q1 2023 | $63,011,890 | +45.2% | 453,551 | +26.0% | 0.12% | +36.8% |
| Q4 2022 | $43,394,715 | +5.1% | 359,965 | +4.2% | 0.09% | -5.4% |
| Q3 2022 | $41,271,000 | +17.7% | 345,356 | +23.3% | 0.09% | +21.1% |
| Q2 2022 | $35,074,000 | -19.4% | 279,998 | +2.3% | 0.08% | -7.3% |
| Q1 2022 | $43,501,000 | -40.5% | 273,765 | -35.1% | 0.08% | -39.7% |
| Q4 2021 | $73,087,000 | +24.4% | 421,583 | +9.6% | 0.14% | +14.3% |
| Q3 2021 | $58,738,000 | -1.3% | 384,694 | -2.6% | 0.12% | -1.7% |
| Q2 2021 | $59,508,000 | +13.1% | 395,096 | +1.0% | 0.12% | +1.7% |
| Q1 2021 | $52,636,000 | -20.9% | 391,182 | -21.8% | 0.12% | -28.3% |
| Q4 2020 | $66,531,000 | +40.4% | 500,051 | +28.1% | 0.17% | +23.0% |
| Q3 2020 | $47,389,000 | +15.1% | 390,414 | +1.1% | 0.14% | +3.1% |
| Q2 2020 | $41,165,000 | +54.3% | 386,033 | +21.9% | 0.13% | +12.9% |
| Q1 2020 | $26,674,000 | -16.2% | 316,681 | -3.9% | 0.12% | +13.7% |
| Q4 2019 | $31,841,000 | +18.1% | 329,570 | +6.4% | 0.10% | +4.1% |
| Q3 2019 | $26,970,000 | +4.9% | 309,710 | +3.4% | 0.10% | -1.0% |
| Q2 2019 | $25,718,000 | +3.6% | 299,662 | -0.7% | 0.10% | -3.9% |
| Q1 2019 | $24,831,000 | +28.1% | 301,815 | +11.8% | 0.10% | +1.0% |
| Q4 2018 | $19,379,000 | +277.0% | 270,074 | +348.7% | 0.10% | +343.5% |
| Q3 2018 | $5,141,000 | +25.4% | 60,185 | +15.0% | 0.02% | +9.5% |
| Q2 2018 | $4,100,000 | +36.1% | 52,346 | +28.2% | 0.02% | +23.5% |
| Q1 2018 | $3,013,000 | +12.6% | 40,839 | +11.6% | 0.02% | 0.0% |
| Q4 2017 | $2,677,000 | +254.1% | 36,593 | +228.5% | 0.02% | +240.0% |
| Q3 2017 | $756,000 | +6.0% | 11,141 | +0.8% | 0.01% | 0.0% |
| Q2 2017 | $713,000 | +10.5% | 11,052 | +5.5% | 0.01% | 0.0% |
| Q1 2017 | $645,000 | +24.0% | 10,477 | +13.5% | 0.01% | +25.0% |
| Q4 2016 | $520,000 | +6.6% | 9,231 | +5.7% | 0.00% | 0.0% |
| Q3 2016 | $488,000 | +3.8% | 8,730 | +0.0% | 0.00% | -20.0% |
| Q2 2016 | $470,000 | -1.5% | 8,726 | -1.7% | 0.01% | 0.0% |
| Q1 2016 | $477,000 | -22.7% | 8,876 | -23.0% | 0.01% | -28.6% |
| Q4 2015 | $617,000 | – | 11,525 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |