ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,968 | -27.0% | 1,755 | -24.7% | 0.03% | -39.5% |
| Q2 2023 | $369,839 | +20.2% | 2,332 | -8.6% | 0.04% | +4.9% |
| Q4 2022 | $307,638 | -1.7% | 2,552 | -2.6% | 0.04% | -12.8% |
| Q3 2022 | $313,000 | -4.6% | 2,620 | +0.1% | 0.05% | -4.1% |
| Q2 2022 | $328,000 | -21.7% | 2,618 | -0.8% | 0.05% | -10.9% |
| Q1 2022 | $419,000 | -57.4% | 2,639 | -53.5% | 0.06% | -57.7% |
| Q4 2021 | $984,000 | -79.5% | 5,674 | -81.9% | 0.13% | -81.2% |
| Q3 2021 | $4,791,000 | +1.6% | 31,385 | +0.2% | 0.69% | +20.4% |
| Q2 2021 | $4,715,000 | +1209.7% | 31,311 | +1069.2% | 0.57% | +872.9% |
| Q1 2021 | $360,000 | +53.2% | 2,678 | +51.6% | 0.06% | +20.4% |
| Q4 2020 | $235,000 | -99.3% | 1,766 | +579.2% | 0.05% | +206.2% |
| Q3 2020 | $32,578,000 | +11.9% | 260 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $29,125,000 | +33.0% | 260 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $21,895,000 | -19.8% | 260 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $27,287,000 | – | 260 | – | 0.02% | – |
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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% |