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 | $2,297,483 | +22.3% | 14,935 | +26.0% | 0.01% | +28.6% |
| Q2 2023 | $1,878,920 | +118369.1% | 11,849 | +3.8% | 0.01% | 0.0% |
| Q1 2023 | $1,586 | +16.2% | 11,419 | +0.8% | 0.01% | 0.0% |
| Q4 2022 | $1,365 | -99.9% | 11,325 | -3.7% | 0.01% | 0.0% |
| Q3 2022 | $1,404,000 | -3.3% | 11,756 | +1.4% | 0.01% | -12.5% |
| Q2 2022 | $1,452,000 | -26.0% | 11,597 | -6.1% | 0.01% | -11.1% |
| Q1 2022 | $1,962,000 | -9.6% | 12,350 | -1.4% | 0.01% | -10.0% |
| Q4 2021 | $2,171,000 | -0.4% | 12,524 | -12.3% | 0.01% | -9.1% |
| Q3 2021 | $2,180,000 | -6.6% | 14,287 | -7.9% | 0.01% | -15.4% |
| Q2 2021 | $2,335,000 | +85.8% | 15,510 | +65.8% | 0.01% | +44.4% |
| Q1 2021 | $1,257,000 | +9.9% | 9,352 | +8.6% | 0.01% | 0.0% |
| Q4 2020 | $1,144,000 | -0.6% | 8,610 | -9.2% | 0.01% | -18.2% |
| Q3 2020 | $1,151,000 | +3.3% | 9,487 | -9.1% | 0.01% | -8.3% |
| Q2 2020 | $1,114,000 | +1085.1% | 10,439 | +830.4% | 0.01% | +1100.0% |
| Q1 2020 | $94,000 | +235.7% | 1,122 | +292.3% | 0.00% | – |
| Q4 2019 | $28,000 | +12.0% | 286 | 0.0% | 0.00% | – |
| Q3 2019 | $25,000 | +4.2% | 286 | +0.4% | 0.00% | – |
| Q2 2019 | $24,000 | +4.3% | 285 | +0.4% | 0.00% | – |
| Q1 2019 | $23,000 | – | 284 | – | 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% |