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 | $335 | -83.7% | 2,177 | -83.9% | 0.02% | -52.9% |
| Q2 2023 | $2,061 | +77.2% | 13,540 | +61.8% | 0.05% | -10.5% |
| Q1 2023 | $1,163 | +61.1% | 8,368 | +39.6% | 0.06% | +42.5% |
| Q4 2022 | $722 | -99.9% | 5,993 | +13.2% | 0.04% | +5.3% |
| Q3 2022 | $633,000 | -34.2% | 5,296 | -31.0% | 0.04% | -26.9% |
| Q2 2022 | $962,000 | -14.0% | 7,679 | +9.1% | 0.05% | -10.3% |
| Q1 2022 | $1,118,000 | -24.6% | 7,036 | -17.7% | 0.06% | -20.5% |
| Q4 2021 | $1,482,000 | +23.4% | 8,553 | +8.7% | 0.07% | +2.8% |
| Q3 2021 | $1,201,000 | +431.4% | 7,868 | +363.9% | 0.07% | +273.7% |
| Q4 2020 | $226,000 | -24.2% | 1,696 | -30.8% | 0.02% | -53.7% |
| Q3 2020 | $298,000 | -2.6% | 2,451 | -30.3% | 0.04% | -30.5% |
| Q3 2019 | $306,000 | – | 3,516 | – | 0.06% | – |
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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% |