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 | $6,100,854 | +42.9% | 39,660 | +47.3% | 2.36% | +56.5% |
Q2 2023 | $4,268,874 | +15.6% | 26,923 | +1.3% | 1.51% | +9.5% |
Q1 2023 | $3,691,699 | +27.4% | 26,572 | +10.5% | 1.38% | +27.3% |
Q4 2022 | $2,897,660 | +12.7% | 24,041 | +11.7% | 1.08% | +11.0% |
Q3 2022 | $2,571,000 | +16.2% | 21,518 | +21.8% | 0.98% | -2.7% |
Q2 2022 | $2,213,000 | -26.8% | 17,666 | -7.2% | 1.00% | -22.0% |
Q1 2022 | $3,023,000 | +596.5% | 19,031 | +660.9% | 1.29% | +509.5% |
Q4 2021 | $434,000 | +75.0% | 2,501 | +53.7% | 0.21% | +71.5% |
Q3 2021 | $248,000 | +22.8% | 1,627 | -42.2% | 0.12% | -40.6% |
Q4 2018 | $202,000 | – | 2,815 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |