ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 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% | – |
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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% |