ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,200 | -1.9% | 2,823 | +1.1% | 0.27% | +3.1% |
| Q2 2023 | $442,557 | +19.7% | 2,791 | +4.8% | 0.26% | +11.7% |
| Q1 2023 | $369,844 | +19.0% | 2,662 | +3.3% | 0.23% | +10.0% |
| Q4 2022 | $310,714 | -24.2% | 2,578 | -24.9% | 0.21% | -43.4% |
| Q3 2022 | $410,000 | -8.3% | 3,432 | -3.8% | 0.37% | -14.9% |
| Q2 2022 | $447,000 | -29.0% | 3,569 | -9.9% | 0.44% | -12.4% |
| Q1 2022 | $630,000 | -10.1% | 3,963 | -2.0% | 0.50% | -14.0% |
| Q4 2021 | $701,000 | – | 4,042 | – | 0.58% | – |
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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% |