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 | $2,381,439 | +55.8% | 15,481 | +60.6% | 0.90% | +71.5% |
| Q2 2023 | $1,528,825 | +11.4% | 9,642 | -2.4% | 0.52% | +7.2% |
| Q1 2023 | $1,372,672 | -83.4% | 9,880 | -85.6% | 0.49% | -84.6% |
| Q4 2022 | $8,282,537 | -4.5% | 68,717 | -5.3% | 3.18% | -11.5% |
| Q3 2022 | $8,673,000 | -2.9% | 72,581 | +1.7% | 3.59% | -22.6% |
| Q2 2022 | $8,936,000 | -69.9% | 71,352 | -61.8% | 4.64% | -56.5% |
| Q1 2022 | $29,659,000 | +5.7% | 186,686 | +15.3% | 10.67% | +21.5% |
| Q4 2021 | $28,062,000 | +11.3% | 161,883 | -2.0% | 8.78% | +4.0% |
| Q3 2021 | $25,218,000 | -1.0% | 165,177 | -2.3% | 8.44% | -3.2% |
| Q2 2021 | $25,473,000 | -26.2% | 169,144 | -34.1% | 8.72% | -40.3% |
| Q1 2021 | $34,538,000 | -0.6% | 256,711 | -1.7% | 14.60% | -6.3% |
| Q4 2020 | $34,754,000 | – | 261,227 | – | 15.58% | – |
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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% |