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 | $6,416,249 | -15.8% | 41,710 | -13.2% | 2.51% | -12.6% |
| Q2 2023 | $7,618,491 | -5.1% | 48,048 | -16.9% | 2.87% | -7.1% |
| Q1 2023 | $8,028,626 | +449.0% | 57,789 | +376.3% | 3.08% | +423.6% |
| Q4 2022 | $1,462,390 | -25.4% | 12,133 | -26.0% | 0.59% | -30.6% |
| Q3 2022 | $1,960,000 | +31.2% | 16,400 | +37.5% | 0.85% | +35.2% |
| Q2 2022 | $1,494,000 | -11.3% | 11,928 | +12.4% | 0.63% | +1.1% |
| Q1 2022 | $1,685,000 | – | 10,608 | – | 0.62% | – |
Download | ||||||
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% |