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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $692,566 | +432.0% | 4,985 | +361.6% | 0.04% | +362.5% |
| Q4 2022 | $130,173 | +1.7% | 1,080 | +0.8% | 0.01% | -11.1% |
| Q3 2022 | $128,000 | -3.8% | 1,071 | +1.3% | 0.01% | 0.0% |
| Q2 2022 | $133,000 | -20.4% | 1,057 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $167,000 | -13.0% | 1,057 | -4.4% | 0.01% | -16.7% |
| Q4 2021 | $192,000 | -72.5% | 1,106 | -75.8% | 0.01% | -75.0% |
| Q3 2021 | $698,000 | +59.7% | 4,570 | +57.4% | 0.05% | +54.8% |
| Q2 2021 | $437,000 | +214.4% | 2,904 | +181.7% | 0.03% | +158.3% |
| Q1 2021 | $139,000 | – | 1,031 | – | 0.01% | – |
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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% |