ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,449,073 | -89.6% | 48,425 | -89.3% | 0.09% | -88.2% |
| Q2 2023 | $71,460,961 | +13.4% | 450,688 | -0.7% | 0.76% | -2.2% |
| Q1 2023 | $63,039,056 | +2248.0% | 453,746 | +1937.0% | 0.78% | +727.7% |
| Q4 2022 | $2,684,823 | -25.8% | 22,275 | -26.5% | 0.09% | -34.3% |
| Q3 2022 | $3,620,000 | -8.5% | 30,298 | -4.1% | 0.14% | -10.1% |
| Q2 2022 | $3,958,000 | -35.5% | 31,603 | -18.2% | 0.16% | -26.4% |
| Q1 2022 | $6,140,000 | +895.1% | 38,646 | +985.6% | 0.22% | +928.6% |
| Q4 2021 | $617,000 | +20466.7% | 3,560 | +11025.0% | 0.02% | – |
| Q2 2020 | $3,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | – | 32 | – | 0.00% | – |
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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% |