ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,662,627 | -75.4% | 10,787 | -74.7% | 0.04% | -70.4% |
| Q2 2023 | $6,764,541 | +19.6% | 42,662 | +4.8% | 0.15% | +0.7% |
| Q1 2023 | $5,657,789 | +329.0% | 40,724 | +272.2% | 0.15% | +308.1% |
| Q4 2022 | $1,318,828 | +3.0% | 10,942 | +2.1% | 0.04% | -5.1% |
| Q3 2022 | $1,281,000 | +364.1% | 10,717 | +575.3% | 0.04% | +387.5% |
| Q4 2021 | $276,000 | +11.7% | 1,587 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $247,000 | -91.7% | 1,615 | -92.7% | 0.01% | -92.5% |
| Q1 2021 | $2,993,000 | -87.5% | 22,243 | +4348.6% | 0.11% | +1666.7% |
| Q2 2014 | $23,870,000 | – | 500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |