ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 304 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $615,672 | +7.2% | 2,870 | -2.5% | 0.01% | 0.0% |
| Q1 2024 | $574,570 | +8.6% | 2,945 | -2.5% | 0.01% | -14.3% |
| Q4 2023 | $529,164 | +12.0% | 3,020 | -1.6% | 0.01% | 0.0% |
| Q3 2023 | $472,258 | -8.4% | 3,070 | -5.5% | 0.01% | -12.5% |
| Q2 2023 | $515,320 | -0.2% | 3,250 | -12.5% | 0.01% | 0.0% |
| Q1 2023 | $516,125 | +9.4% | 3,715 | -5.1% | 0.01% | 0.0% |
| Q4 2022 | $471,875 | +0.8% | 3,915 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $468,000 | -7.7% | 3,915 | -3.3% | 0.01% | 0.0% |
| Q2 2022 | $507,000 | -21.2% | 4,050 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $643,000 | -16.7% | 4,050 | -9.1% | 0.01% | -16.7% |
| Q4 2021 | $772,000 | +12.2% | 4,454 | -1.2% | 0.01% | 0.0% |
| Q3 2021 | $688,000 | +1.3% | 4,506 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $679,000 | -99.9% | 4,506 | -50.0% | 0.01% | 0.0% |
| Q1 2021 | $1,212,474,000 | +143049.2% | 9,012 | +41.6% | 0.01% | -38.9% |
| Q4 2020 | $847,000 | -1.2% | 6,363 | -9.9% | 0.02% | -18.2% |
| Q3 2020 | $857,000 | +13.8% | 7,063 | 0.0% | 0.02% | +4.8% |
| Q2 2020 | $753,000 | +17.7% | 7,063 | -7.1% | 0.02% | -8.7% |
| Q1 2020 | $640,000 | -16.7% | 7,603 | -4.4% | 0.02% | 0.0% |
| Q4 2019 | $768,000 | +16.2% | 7,956 | +4.6% | 0.02% | +4.5% |
| Q3 2019 | $661,000 | -1.6% | 7,603 | -2.9% | 0.02% | -12.0% |
| Q2 2019 | $672,000 | +1.1% | 7,833 | -3.2% | 0.02% | -10.7% |
| Q1 2019 | $665,000 | +11.2% | 8,093 | -3.0% | 0.03% | -3.4% |
| Q4 2018 | $598,000 | -23.7% | 8,343 | -9.1% | 0.03% | -21.6% |
| Q3 2018 | $784,000 | +9.0% | 9,183 | 0.0% | 0.04% | -14.0% |
| Q2 2018 | $719,000 | -15.5% | 9,183 | -20.4% | 0.04% | -25.9% |
| Q1 2018 | $851,000 | -17.5% | 11,542 | -18.1% | 0.06% | -26.6% |
| Q4 2017 | $1,031,000 | +16.6% | 14,095 | +8.1% | 0.08% | -12.2% |
| Q3 2017 | $884,000 | – | 13,041 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
| SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
| Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
| Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
| Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
| Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
| Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
| Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
| Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |