ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,107,571 | -22.1% | 33,202 | -19.7% | 0.34% | -19.2% |
| Q2 2023 | $6,556,829 | -1.9% | 41,352 | -14.0% | 0.43% | -6.8% |
| Q1 2023 | $6,682,267 | +3.8% | 48,098 | -10.0% | 0.46% | -5.8% |
| Q4 2022 | $6,438,818 | +473.4% | 53,420 | +468.1% | 0.49% | +422.6% |
| Q3 2022 | $1,123,000 | +15942.9% | 9,403 | +15571.7% | 0.09% | +9200.0% |
| Q2 2022 | $7,000 | -22.2% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | -61.5% | 60 | -65.5% | 0.00% | -50.0% |
| Q3 2021 | $26,000 | +188.9% | 174 | +185.2% | 0.00% | +100.0% |
| Q2 2021 | $9,000 | +12.5% | 61 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | – | 60 | – | 0.00% | – |
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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% |