ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,683 | -3.0% | 1,149 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $182,116 | +2.3% | 1,149 | -10.3% | 0.09% | -4.2% |
| Q1 2023 | $177,939 | +15.5% | 1,281 | +0.2% | 0.10% | +9.2% |
| Q4 2022 | $154,087 | -38.4% | 1,278 | -38.9% | 0.09% | -44.9% |
| Q3 2022 | $250,000 | -4.6% | 2,091 | 0.0% | 0.16% | +3.3% |
| Q2 2022 | $262,000 | +9.6% | 2,091 | +38.9% | 0.15% | +16.8% |
| Q1 2022 | $239,000 | +9.6% | 1,505 | +19.6% | 0.13% | +20.2% |
| Q4 2021 | $218,000 | +9.0% | 1,258 | -4.2% | 0.11% | -0.9% |
| Q3 2021 | $200,000 | – | 1,313 | – | 0.11% | – |
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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% |