ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 280 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,595,080 | +8.5% | 35,405 | -1.3% | 0.32% | +4.2% |
| Q1 2024 | $7,000,383 | +10.5% | 35,881 | -0.8% | 0.31% | +4.0% |
| Q4 2023 | $6,334,904 | +11.1% | 36,154 | -2.5% | 0.30% | +9.6% |
| Q3 2023 | $5,704,016 | -4.4% | 37,080 | -1.5% | 0.27% | +0.7% |
| Q2 2023 | $5,966,613 | +11.4% | 37,630 | -2.4% | 0.27% | -52.0% |
| Q1 2023 | $5,354,917 | +6.9% | 38,544 | -7.2% | 0.56% | -4.4% |
| Q4 2022 | $5,008,022 | -21.1% | 41,550 | -21.8% | 0.59% | -31.3% |
| Q3 2022 | $6,348,000 | -5.1% | 53,121 | -0.5% | 0.86% | -4.2% |
| Q2 2022 | $6,688,000 | +16.8% | 53,399 | +61.6% | 0.90% | +50.2% |
| Q4 2021 | $5,727,000 | – | 33,037 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
| SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
| Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
| Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
| Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
| Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
| Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
| Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
| Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |