ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,884 | -3.0% | 1,436 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $227,676 | -9.5% | 1,436 | -20.7% | 0.02% | -20.8% |
| Q1 2023 | $251,509 | +15.3% | 1,810 | 0.0% | 0.02% | +9.1% |
| Q4 2022 | $218,109 | -37.3% | 1,810 | -37.8% | 0.02% | -45.0% |
| Q3 2022 | $348,000 | +5.5% | 2,910 | +10.4% | 0.04% | +8.1% |
| Q2 2022 | $330,000 | -21.1% | 2,635 | +0.1% | 0.04% | -7.5% |
| Q1 2022 | $418,000 | +72.0% | 2,633 | +87.9% | 0.04% | +73.9% |
| Q4 2021 | $243,000 | +0.4% | 1,401 | -12.8% | 0.02% | -11.5% |
| Q3 2021 | $242,000 | 0.0% | 1,606 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $242,000 | +12.0% | 1,606 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $216,000 | +0.9% | 1,606 | 0.0% | 0.02% | -7.4% |
| Q4 2020 | $214,000 | +2.4% | 1,606 | -7.0% | 0.03% | -3.6% |
| Q3 2020 | $209,000 | +13.6% | 1,726 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $184,000 | -21.7% | 1,726 | -38.0% | 0.03% | -42.6% |
| Q1 2020 | $235,000 | +33.5% | 2,785 | +52.9% | 0.05% | +51.6% |
| Q4 2019 | $176,000 | +18.9% | 1,821 | +7.1% | 0.03% | +6.9% |
| Q3 2019 | $148,000 | +2.1% | 1,701 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $145,000 | +163.6% | 1,701 | +152.0% | 0.03% | +172.7% |
| Q1 2019 | $55,000 | +14.6% | 675 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $48,000 | -17.2% | 675 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $58,000 | +11.5% | 675 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $52,000 | – | 675 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |