ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,526,028 | -0.2% | 55,425 | +2.9% | 2.23% | +3.3% |
| Q2 2023 | $8,539,407 | +18.5% | 53,856 | +3.8% | 2.16% | +15.1% |
| Q1 2023 | $7,207,411 | +21.0% | 51,878 | +5.0% | 1.87% | +16.2% |
| Q4 2022 | $5,954,303 | +9.6% | 49,401 | +8.6% | 1.61% | -3.2% |
| Q3 2022 | $5,435,000 | +8.4% | 45,485 | +13.6% | 1.66% | +10.5% |
| Q2 2022 | $5,013,000 | -2.8% | 40,024 | +23.3% | 1.51% | +3.4% |
| Q1 2022 | $5,159,000 | +22.2% | 32,471 | +33.3% | 1.46% | +14.0% |
| Q4 2021 | $4,223,000 | +50.9% | 24,360 | +32.9% | 1.28% | +35.2% |
| Q3 2021 | $2,799,000 | +31.3% | 18,331 | +29.5% | 0.94% | +28.0% |
| Q2 2021 | $2,132,000 | +68.8% | 14,160 | +50.9% | 0.74% | +55.0% |
| Q1 2021 | $1,263,000 | +91.7% | 9,385 | +89.6% | 0.48% | +83.8% |
| Q4 2020 | $659,000 | +144.1% | 4,950 | +122.9% | 0.26% | +97.7% |
| Q3 2020 | $270,000 | +4400.0% | 2,221 | +4171.2% | 0.13% | +4266.7% |
| Q2 2020 | $6,000 | +50.0% | 52 | +23.8% | 0.00% | +50.0% |
| Q1 2020 | $4,000 | +300.0% | 42 | +250.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 12 | +100.0% | 0.00% | -100.0% |
| Q3 2019 | $1,000 | – | 6 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |