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 | $461,490 | -6.1% | 3,000 | -3.2% | 0.03% | 0.0% |
| Q2 2023 | $491,536 | +82234.3% | 3,100 | -27.9% | 0.03% | -19.0% |
| Q1 2023 | $597 | -17.4% | 4,300 | -28.3% | 0.04% | -16.0% |
| Q4 2022 | $723 | -99.9% | 6,000 | +5.3% | 0.05% | -3.8% |
| Q3 2022 | $681,000 | -17.7% | 5,700 | -13.6% | 0.05% | -13.3% |
| Q2 2022 | $827,000 | -19.9% | 6,600 | +1.5% | 0.06% | -9.1% |
| Q1 2022 | $1,033,000 | -11.0% | 6,500 | -3.0% | 0.07% | -7.0% |
| Q4 2021 | $1,161,000 | +31.2% | 6,700 | +15.5% | 0.07% | +22.4% |
| Q3 2021 | $885,000 | +17.5% | 5,800 | +16.0% | 0.06% | +20.8% |
| Q2 2021 | $753,000 | +16.6% | 5,000 | +4.2% | 0.05% | +9.1% |
| Q1 2021 | $646,000 | – | 4,800 | – | 0.04% | – |
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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% |