ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 357 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
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 | 4,658,499 | $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% |