ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,107,605 | +9.3% | 58,491 | +10.2% | 0.20% | +19.0% |
| Q2 2023 | $8,332,685 | +18.4% | 53,101 | +5.0% | 0.17% | +22.6% |
| Q1 2023 | $7,036,971 | +17.7% | 50,564 | +2.1% | 0.14% | +13.2% |
| Q4 2022 | $5,979,568 | +7.2% | 49,545 | +4.9% | 0.12% | -6.2% |
| Q3 2022 | $5,579,000 | -3.2% | 47,219 | +7.5% | 0.13% | +0.8% |
| Q2 2022 | $5,761,000 | -8.0% | 43,917 | +5.4% | 0.13% | +4.1% |
| Q1 2022 | $6,261,000 | +0.1% | 41,659 | +10.6% | 0.12% | +13.9% |
| Q4 2021 | $6,252,000 | +41.8% | 37,667 | +32.1% | 0.11% | +36.7% |
| Q3 2021 | $4,410,000 | +47.4% | 28,516 | +48.0% | 0.08% | +46.3% |
| Q2 2021 | $2,991,000 | +1291.2% | 19,266 | +1103.4% | 0.05% | +575.0% |
| Q1 2021 | $215,000 | -54.3% | 1,601 | -67.1% | 0.01% | -66.7% |
| Q4 2019 | $470,000 | +4.9% | 4,865 | -5.4% | 0.02% | 0.0% |
| Q3 2019 | $448,000 | +1.8% | 5,142 | +0.2% | 0.02% | -4.0% |
| Q2 2019 | $440,000 | +12.0% | 5,130 | +7.4% | 0.02% | -3.8% |
| Q1 2019 | $393,000 | – | 4,775 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |