ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,886,596 | +1.9% | 24,128 | +0.7% | 0.80% | +3.6% |
| Q2 2023 | $3,815,857 | +9.4% | 23,955 | -4.6% | 0.77% | -0.4% |
| Q1 2023 | $3,487,965 | +3.1% | 25,106 | -0.5% | 0.78% | +4.3% |
| Q4 2022 | $3,383,139 | -8.3% | 25,234 | -18.3% | 0.74% | -23.5% |
| Q3 2022 | $3,691,000 | -5.8% | 30,891 | -1.3% | 0.97% | -1.1% |
| Q2 2022 | $3,919,000 | -26.1% | 31,295 | -6.3% | 0.98% | -14.4% |
| Q1 2022 | $5,305,000 | -5.9% | 33,390 | -5.4% | 1.15% | -6.8% |
| Q4 2021 | $5,640,000 | +27.7% | 35,284 | +22.0% | 1.23% | +18.5% |
| Q3 2021 | $4,415,000 | +3.4% | 28,916 | +2.0% | 1.04% | -5.5% |
| Q2 2021 | $4,271,000 | +11.5% | 28,357 | -0.4% | 1.10% | +1.2% |
| Q1 2021 | $3,831,000 | -1.5% | 28,478 | -0.2% | 1.09% | -6.6% |
| Q4 2020 | $3,889,000 | -1.0% | 28,538 | -11.8% | 1.16% | -13.7% |
| Q3 2020 | $3,928,000 | +14.5% | 32,367 | +0.6% | 1.35% | +0.7% |
| Q2 2020 | $3,430,000 | – | 32,168 | – | 1.34% | – |
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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% |