ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,696,707 | +21.8% | 23,314 | +6.7% | 2.27% | +17.9% |
| Q1 2023 | $3,034,477 | +8.1% | 21,842 | -6.2% | 1.93% | +3.7% |
| Q4 2022 | $2,806,632 | +18.0% | 23,286 | +17.0% | 1.86% | +6.3% |
| Q3 2022 | $2,379,019 | -4.5% | 19,910 | +0.1% | 1.75% | -0.1% |
| Q2 2022 | $2,490,768 | -24.0% | 19,888 | -3.6% | 1.75% | -23.2% |
| Q1 2022 | $3,276,541 | -8.8% | 20,624 | -0.4% | 2.28% | -6.5% |
| Q4 2021 | $3,590,823 | +13.3% | 20,714 | -0.3% | 2.44% | +1.6% |
| Q3 2021 | $3,170,388 | -1.1% | 20,766 | -2.5% | 2.40% | -5.4% |
| Q2 2021 | $3,206,130 | +10.0% | 21,289 | -1.8% | 2.54% | -8.9% |
| Q1 2021 | $2,915,558 | -5.3% | 21,671 | -6.3% | 2.79% | -17.9% |
| Q4 2020 | $3,077,174 | – | 23,130 | – | 3.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |