ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 271 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,338,211 | +9.2% | 20,223 | -0.7% | 0.10% | +2.0% |
| Q1 2024 | $3,972,539 | +10.4% | 20,362 | -0.8% | 0.10% | -6.5% |
| Q4 2023 | $3,597,363 | +12.6% | 20,531 | -1.1% | 0.11% | -7.0% |
| Q3 2023 | $3,194,760 | -0.5% | 20,768 | +2.6% | 0.12% | -8.7% |
| Q2 2023 | $3,210,617 | +11.8% | 20,249 | -2.0% | 0.13% | +4.1% |
| Q1 2023 | $2,871,775 | +14.1% | 20,671 | -1.0% | 0.12% | +11.0% |
| Q4 2022 | $2,517,321 | -9.5% | 20,885 | -10.3% | 0.11% | -17.4% |
| Q3 2022 | $2,783,000 | -5.1% | 23,291 | -0.6% | 0.13% | -5.7% |
| Q2 2022 | $2,934,000 | -0.0% | 23,430 | +26.9% | 0.14% | +8.5% |
| Q1 2022 | $2,934,075 | – | 18,468 | – | 0.13% | – |
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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% |