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 | $1,082,773 | -3.0% | 7,039 | 0.0% | 0.50% | +1.0% |
| Q2 2023 | $1,116,067 | +93.0% | 7,039 | +69.1% | 0.49% | +68.5% |
| Q1 2023 | $578,216 | -36.3% | 4,162 | -44.8% | 0.29% | -33.9% |
| Q4 2022 | $908,107 | +0.3% | 7,534 | +0.2% | 0.44% | -2.2% |
| Q3 2022 | $905,000 | -16.5% | 7,519 | -2.7% | 0.45% | -17.8% |
| Q2 2022 | $1,084,000 | -4.2% | 7,729 | -4.9% | 0.55% | -10.6% |
| Q1 2022 | $1,131,000 | -20.7% | 8,131 | -1.1% | 0.62% | -19.7% |
| Q4 2021 | $1,426,000 | +4.1% | 8,224 | -0.1% | 0.77% | +0.4% |
| Q3 2021 | $1,370,000 | +5.6% | 8,232 | -0.8% | 0.76% | -0.8% |
| Q2 2021 | $1,297,000 | -0.6% | 8,295 | -8.9% | 0.77% | -13.8% |
| Q1 2021 | $1,305,000 | -11.3% | 9,109 | -13.7% | 0.89% | -14.4% |
| Q4 2020 | $1,472,000 | – | 10,551 | – | 1.04% | – |
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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% |