ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 357 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,882 | -3.0% | 18,738 | 0.0% | 1.18% | +2.1% |
| Q2 2023 | $2,971 | +14.1% | 18,738 | 0.0% | 1.15% | +17.2% |
| Q1 2023 | $2,603 | +15.3% | 18,738 | 0.0% | 0.98% | +4.8% |
| Q4 2022 | $2,258 | -99.9% | 18,738 | 0.0% | 0.94% | +3.8% |
| Q3 2022 | $2,239,000 | -4.6% | 18,738 | 0.0% | 0.90% | +10.3% |
| Q2 2022 | $2,346,000 | -21.2% | 18,738 | 0.0% | 0.82% | +1.7% |
| Q1 2022 | $2,976,000 | -8.4% | 18,738 | 0.0% | 0.80% | -23.0% |
| Q4 2021 | $3,248,000 | +13.6% | 18,738 | 0.0% | 1.05% | -5.7% |
| Q3 2021 | $2,860,000 | +1.4% | 18,738 | 0.0% | 1.11% | +11.6% |
| Q2 2021 | $2,821,000 | +11.9% | 18,738 | 0.0% | 0.99% | +4.2% |
| Q1 2021 | $2,521,000 | +1.1% | 18,738 | 0.0% | 0.95% | -6.0% |
| Q4 2020 | $2,493,000 | – | 18,738 | – | 1.02% | – |
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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% |