ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,596 | +11.2% | 2,513 | +14.6% | 0.11% | +7.6% |
| Q2 2023 | $347,754 | +2.6% | 2,193 | -10.1% | 0.10% | -6.2% |
| Q1 2023 | $338,880 | +22.3% | 2,439 | +6.1% | 0.11% | +13.1% |
| Q4 2022 | $277,098 | -4.1% | 2,299 | -4.9% | 0.10% | -11.6% |
| Q3 2022 | $289,000 | 0.0% | 2,418 | +4.9% | 0.11% | +3.7% |
| Q2 2022 | $289,000 | -12.4% | 2,304 | +10.8% | 0.11% | 0.0% |
| Q1 2022 | $330,000 | – | 2,080 | – | 0.11% | – |
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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% |