ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,970,241 | -71.7% | 526,289 | -70.8% | 0.12% | -76.6% |
| Q2 2023 | $285,842,302 | +17.8% | 1,802,233 | +3.2% | 0.51% | +12.5% |
| Q1 2023 | $242,572,057 | +477.6% | 1,745,669 | +401.0% | 0.46% | +436.5% |
| Q4 2022 | $41,998,709 | +2.6% | 348,443 | +1.7% | 0.08% | -9.6% |
| Q3 2022 | $40,947,000 | +0.1% | 342,682 | +4.9% | 0.09% | +4.4% |
| Q2 2022 | $40,916,000 | -18.8% | 326,633 | -3.0% | 0.09% | -8.2% |
| Q1 2022 | $50,398,000 | -26.5% | 336,759 | -14.8% | 0.10% | -24.6% |
| Q4 2021 | $68,607,000 | +61.6% | 395,273 | +42.3% | 0.13% | +47.7% |
| Q3 2021 | $42,462,000 | +29.8% | 277,692 | +27.8% | 0.09% | +23.9% |
| Q2 2021 | $32,720,000 | +9.7% | 217,233 | -1.9% | 0.07% | -1.4% |
| Q1 2021 | $29,819,000 | -2.6% | 221,505 | -3.7% | 0.07% | -12.2% |
| Q4 2020 | $30,604,000 | -6.5% | 230,027 | -15.0% | 0.08% | -16.3% |
| Q3 2020 | $32,742,000 | -19.6% | 270,467 | -29.2% | 0.10% | -28.5% |
| Q2 2020 | $40,740,000 | +64.8% | 382,124 | +30.2% | 0.14% | +35.6% |
| Q1 2020 | $24,726,000 | – | 293,462 | – | 0.10% | – |
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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% |