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 | $394,697 | -36.4% | 2,566 | -34.4% | 0.03% | -36.5% |
| Q2 2023 | $620,161 | +39.0% | 3,911 | +21.8% | 0.05% | +33.3% |
| Q1 2023 | $446,268 | +12.4% | 3,212 | -2.5% | 0.04% | +2.6% |
| Q4 2022 | $396,940 | +14.7% | 3,293 | +13.9% | 0.04% | +5.6% |
| Q3 2022 | $346,000 | -11.1% | 2,892 | -7.0% | 0.04% | -10.0% |
| Q2 2022 | $389,000 | -76.8% | 3,109 | -70.6% | 0.04% | -74.0% |
| Q1 2022 | $1,679,000 | +193.0% | 10,565 | +219.7% | 0.15% | +202.0% |
| Q4 2021 | $573,000 | +41.8% | 3,305 | +25.0% | 0.05% | +30.8% |
| Q3 2021 | $404,000 | -14.6% | 2,645 | -15.8% | 0.04% | -17.0% |
| Q2 2021 | $473,000 | +113.1% | 3,142 | +88.1% | 0.05% | +88.0% |
| Q4 2020 | $222,000 | – | 1,670 | – | 0.02% | – |
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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% |