ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 364 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $548,906 | +10.1% | 2,559 | +0.1% | 0.27% | +3.0% |
| Q1 2024 | $498,762 | +17.9% | 2,556 | +5.9% | 0.26% | +8.2% |
| Q4 2023 | $422,870 | -2.6% | 2,413 | -14.5% | 0.24% | -7.9% |
| 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 | 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% |