ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,000 | +99900.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3 | -99.9% | 20 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,411 | +20.6% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -50.0% | 20 | -47.4% | 0.00% | -50.0% |
| Q1 2022 | $6,000 | -14.3% | 38 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $7,000 | – | 38 | – | 0.01% | – |
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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% |