ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 280 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $529,079 | -12.3% | 2,466 | -20.3% | 0.02% | -15.8% |
| Q1 2024 | $603,444 | +41.0% | 3,093 | +26.6% | 0.02% | +26.7% |
| Q4 2023 | $428,062 | +53.7% | 2,443 | +34.9% | 0.02% | +7.1% |
| Q3 2023 | $278,586 | +22.8% | 1,811 | -3.8% | 0.01% | -12.5% |
| Q4 2022 | $226,850 | +0.8% | 1,882 | 0.0% | 0.02% | -15.8% |
| Q3 2022 | $225,000 | – | 1,882 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
| SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
| Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
| Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
| Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
| Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
| Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
| Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
| Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |