55I, LLC - ISHARES TR ownership

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
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$352,000
+72.5%
2,946
+81.1%
0.01%
+66.7%
Q2 2022$204,000
-37.2%
1,627
-20.4%
0.01%
-25.0%
Q1 2022$325,0002,0430.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Aspire Capital Advisors LLC 63,048$10,929,00036.51%
FIRST CITIZENS BANK & TRUST CO 3,571,786$619,169,00024.22%
Baystate Wealth Management LLC 584,718$101,361,0009.15%
Strategic Equity Management 161,883$28,062,0008.78%
Atlantic Union Bankshares Corp 519,720$90,094,0007.64%
Mason & Associates Inc 133,826$23,199,0007.05%
Stonebridge Financial Planning Group, LLC 82,606$12,852,0006.74%
Crumly & Associates Inc. 105,796$16,517,0006.52%
SURIENCE PRIVATE WEALTH LLC 43,254$7,498,0006.11%
Legacy Wealth Planning, LLC 27,791$4,818,0005.50%
View complete list of ISHARES TR shareholders