ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188,867 | -3.0% | 7,728 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $1,225,423 | +9.6% | 7,728 | -4.0% | 0.07% | +1.4% |
| Q1 2023 | $1,118,595 | +15.3% | 8,052 | +0.0% | 0.07% | +1.4% |
| Q4 2022 | $970,145 | +1.1% | 8,049 | +0.1% | 0.07% | -10.3% |
| Q3 2022 | $960,000 | -99.9% | 8,042 | -1.5% | 0.08% | 0.0% |
| Q2 2022 | $1,022,621,000 | +78805.9% | 8,165 | +0.0% | 0.08% | -9.3% |
| Q1 2022 | $1,296,000 | -8.3% | 8,163 | +0.0% | 0.09% | -6.5% |
| Q4 2021 | $1,414,000 | +13.6% | 8,161 | +0.0% | 0.09% | +3.4% |
| Q3 2021 | $1,245,000 | -14.0% | 8,157 | -15.2% | 0.09% | -23.3% |
| Q2 2021 | $1,448,000 | +12.4% | 9,616 | +0.4% | 0.12% | +7.4% |
| Q1 2021 | $1,288,000 | +1.1% | 9,579 | 0.0% | 0.11% | -22.9% |
| Q4 2020 | $1,274,000 | +420.0% | 9,579 | +374.4% | 0.14% | +133.3% |
| Q3 2020 | $245,000 | +14.0% | 2,019 | 0.0% | 0.06% | -4.8% |
| Q2 2020 | $215,000 | – | 2,019 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |