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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,468 | -3.0% | 367 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $58,204 | -64.9% | 367 | -69.3% | 0.01% | -67.6% |
| Q1 2023 | $165,917 | +1.2% | 1,194 | -13.2% | 0.03% | -17.1% |
| Q3 2022 | $164,000 | -5.7% | 1,376 | -1.0% | 0.04% | -8.9% |
| Q2 2022 | $174,000 | -21.3% | 1,390 | 0.0% | 0.04% | -10.0% |
| Q1 2022 | $221,000 | -13.7% | 1,390 | -6.0% | 0.05% | -10.7% |
| Q4 2021 | $256,000 | +2.4% | 1,478 | -9.7% | 0.06% | -9.7% |
| Q3 2021 | $250,000 | +1.6% | 1,637 | +0.1% | 0.06% | 0.0% |
| Q2 2021 | $246,000 | -7.9% | 1,636 | -17.7% | 0.06% | -21.5% |
| Q1 2021 | $267,000 | +0.8% | 1,989 | 0.0% | 0.08% | -15.1% |
| Q4 2020 | $265,000 | – | 1,989 | – | 0.09% | – |
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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% |