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 | $29,997 | -3.0% | 195 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $30,920 | +11.1% | 195 | -2.5% | 0.02% | 0.0% |
| Q1 2023 | $27,832 | +15.3% | 200 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $24,145 | +0.6% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 200 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -21.9% | 200 | 0.0% | 0.02% | -5.3% |
| Q1 2022 | $32,000 | -8.6% | 200 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $35,000 | +12.9% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $31,000 | +3.3% | 200 | 0.0% | 0.02% | +5.6% |
| Q2 2021 | $30,000 | +11.1% | 200 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $27,000 | +92.9% | 200 | +85.2% | 0.02% | +80.0% |
| Q4 2020 | $14,000 | +7.7% | 108 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $13,000 | – | 108 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 2,856,972 | $380,091,000 | 19.41% |
| Strategic Equity Management | 261,227 | $34,754,000 | 15.58% |
| Horst & Graben Wealth Management LLC | 238,052 | $31,670,000 | 10.92% |
| FundX Investment Group, LLC | 175,493 | $23,348,000 | 9.74% |
| Crumly & Associates Inc. | 99,182 | $13,501,000 | 9.48% |
| Baystate Wealth Management LLC | 611,132 | $81,305,000 | 9.26% |
| Atlantic Union Bankshares Corp | 543,500 | $72,307,000 | 7.51% |
| Stonebridge Financial Planning Group, LLC | 78,565 | $10,452,000 | 6.62% |
| Legacy Wealth Planning, LLC | 27,043 | $3,598,000 | 4.62% |
| Global Wealth Management Investment Advisory, Inc. | 81,948 | $10,902,000 | 4.22% |