ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,847,652 | -1.5% | 12,011 | +1.5% | 1.14% | +0.1% |
| Q2 2023 | $1,876,082 | +55.0% | 11,832 | +35.8% | 1.14% | +32.9% |
| Q1 2023 | $1,210,636 | +15.6% | 8,714 | +0.3% | 0.86% | -6.2% |
| Q4 2022 | $1,047,045 | -1.5% | 8,687 | -2.4% | 0.91% | +8.0% |
| Q3 2022 | $1,063,000 | +13.2% | 8,897 | +18.6% | 0.84% | +6.4% |
| Q2 2022 | $939,000 | -21.9% | 7,500 | -0.9% | 0.79% | +6.0% |
| Q1 2022 | $1,202,000 | +23.4% | 7,569 | +34.8% | 0.75% | +43.2% |
| Q4 2021 | $974,000 | +15.1% | 5,616 | +1.3% | 0.52% | +10.1% |
| Q3 2021 | $846,000 | +0.5% | 5,544 | -0.9% | 0.48% | +2.4% |
| Q2 2021 | $842,000 | +11.8% | 5,593 | -0.1% | 0.46% | -3.9% |
| Q1 2021 | $753,000 | +0.7% | 5,598 | -0.4% | 0.48% | +0.8% |
| Q4 2020 | $748,000 | – | 5,619 | – | 0.48% | – |
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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% |