ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,668,279 | +6.7% | 30,347 | +10.0% | 2.24% | +10.0% |
| Q2 2023 | $4,376,097 | +52.8% | 27,599 | +33.9% | 2.04% | +36.1% |
| Q1 2023 | $2,863,069 | -57.5% | 20,608 | -63.1% | 1.50% | -61.5% |
| Q4 2022 | $6,733,288 | -17.8% | 55,864 | -18.5% | 3.88% | -23.8% |
| Q3 2022 | $8,188,000 | +7.9% | 68,522 | +13.1% | 5.10% | -2.0% |
| Q2 2022 | $7,590,000 | -3.4% | 60,600 | +22.5% | 5.20% | +11.6% |
| Q1 2022 | $7,858,000 | +87.3% | 49,463 | +104.4% | 4.66% | +98.0% |
| Q4 2021 | $4,196,000 | – | 24,203 | – | 2.35% | – |
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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% |