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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $205,000 | -30.0% | 1,290 | -23.7% | 0.05% | -28.0% |
Q4 2021 | $293,000 | +19.1% | 1,690 | +5.0% | 0.08% | +10.3% |
Q3 2021 | $246,000 | +6.0% | 1,610 | +4.5% | 0.07% | +30.8% |
Q2 2021 | $232,000 | -34.6% | 1,540 | -41.6% | 0.05% | -40.2% |
Q1 2021 | $355,000 | +1.1% | 2,638 | 0.0% | 0.09% | -3.3% |
Q4 2020 | $351,000 | +12.5% | 2,638 | +2.7% | 0.09% | 0.0% |
Q3 2020 | $312,000 | +9.1% | 2,568 | -4.2% | 0.09% | -10.0% |
Q2 2020 | $286,000 | – | 2,680 | – | 0.10% | – |
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% |