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 | $39,401,920 | +6.0% | 256,139 | +9.2% | 1.75% | +4.1% |
| Q2 2023 | $37,185,392 | +693.9% | 234,519 | +595.6% | 1.68% | +630.9% |
| Q1 2023 | $4,683,746 | +15.3% | 33,713 | 0.0% | 0.23% | +6.0% |
| Q4 2022 | $4,063,427 | +0.1% | 33,713 | -0.8% | 0.22% | -9.6% |
| Q3 2022 | $4,058,000 | -6.1% | 33,974 | -1.6% | 0.24% | -6.2% |
| Q2 2022 | $4,322,000 | -22.2% | 34,519 | -1.4% | 0.26% | -12.9% |
| Q1 2022 | $5,558,000 | – | 34,992 | – | 0.29% | – |
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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% |