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% | – |
Download |
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% |