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 | $275,663 | -4.3% | 1,792 | -1.4% | 0.03% | +16.7% |
| Q2 2023 | $288,104 | +18.0% | 1,817 | +3.4% | 0.02% | -4.0% |
| Q1 2023 | $244,100 | +13.6% | 1,757 | -1.4% | 0.02% | +31.6% |
| Q4 2022 | $214,784 | +4.8% | 1,782 | +3.9% | 0.02% | -5.0% |
| Q3 2022 | $205,000 | -7.7% | 1,715 | -1.4% | 0.02% | -4.8% |
| Q2 2022 | $222,000 | -18.4% | 1,740 | +1.7% | 0.02% | 0.0% |
| Q1 2022 | $272,000 | -8.4% | 1,711 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $297,000 | +12.1% | 1,711 | -1.4% | 0.02% | -4.2% |
| Q3 2021 | $265,000 | – | 1,736 | – | 0.02% | – |
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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% |