ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,618,000 | -5.5% | 30,279 | -0.9% | 5.99% | +9.1% |
| Q2 2022 | $3,827,000 | -21.1% | 30,561 | +0.0% | 5.49% | -4.0% |
| Q1 2022 | $4,853,000 | +0.7% | 30,546 | +9.9% | 5.71% | +4.0% |
| Q4 2021 | $4,818,000 | +11.9% | 27,791 | -1.4% | 5.50% | +14.0% |
| Q3 2021 | $4,304,000 | +2.0% | 28,192 | +0.6% | 4.82% | +0.4% |
| Q2 2021 | $4,220,000 | +15.2% | 28,023 | +2.9% | 4.80% | +2.8% |
| Q1 2021 | $3,663,000 | +1.8% | 27,223 | +0.7% | 4.67% | +1.2% |
| Q4 2020 | $3,598,000 | +10.2% | 27,043 | +0.5% | 4.62% | +23.7% |
| Q3 2020 | $3,265,000 | +8.8% | 26,898 | -4.4% | 3.73% | +4.5% |
| Q2 2020 | $3,001,000 | +24.9% | 28,146 | -1.3% | 3.57% | -7.1% |
| Q1 2020 | $2,402,000 | -19.9% | 28,519 | -8.1% | 3.85% | +13.3% |
| Q4 2019 | $2,997,000 | – | 31,027 | – | 3.39% | – |
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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% |