ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,426,295 | -2.6% | 15,773 | +0.4% | 0.06% | -1.5% |
| Q2 2023 | $2,490,409 | +162.7% | 15,706 | +130.2% | 0.07% | +153.8% |
| Q1 2023 | $948,043 | +11.6% | 6,824 | -3.2% | 0.03% | 0.0% |
| Q4 2022 | $849,566 | -4.1% | 7,049 | -5.0% | 0.03% | -16.1% |
| Q3 2022 | $886,000 | -15.8% | 7,418 | -11.7% | 0.03% | -13.9% |
| Q2 2022 | $1,052,000 | -84.4% | 8,400 | -80.2% | 0.04% | -81.8% |
| Q1 2022 | $6,728,000 | -11.9% | 42,350 | -3.9% | 0.20% | -10.0% |
| Q4 2021 | $7,637,000 | +11.5% | 44,056 | -1.8% | 0.22% | +0.9% |
| Q3 2021 | $6,850,000 | -3.2% | 44,867 | -4.5% | 0.22% | -2.2% |
| Q2 2021 | $7,077,000 | +11.7% | 46,989 | -0.2% | 0.22% | -5.1% |
| Q1 2021 | $6,337,000 | -0.5% | 47,100 | -1.6% | 0.24% | -8.2% |
| Q4 2020 | $6,368,000 | +7.9% | 47,867 | -1.6% | 0.26% | -7.9% |
| Q3 2020 | $5,901,000 | +23.5% | 48,622 | +8.4% | 0.28% | +6.1% |
| Q2 2020 | $4,780,000 | +2925.3% | 44,835 | +2289.9% | 0.26% | +2520.0% |
| Q1 2020 | $158,000 | +409.7% | 1,876 | +491.8% | 0.01% | +400.0% |
| Q4 2019 | $31,000 | +121.4% | 317 | +95.7% | 0.00% | +100.0% |
| Q3 2019 | $14,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | – | 162 | – | 0.00% | – |
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% |