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 | $38,565 | +171.1% | 250,764 | +175.6% | 0.09% | +187.5% |
| Q2 2023 | $14,228 | +56.6% | 90,998 | +37.1% | 0.03% | +45.5% |
| Q1 2023 | $9,086 | +34.1% | 66,356 | +18.3% | 0.02% | +22.2% |
| Q4 2022 | $6,775 | -99.9% | 56,115 | -22.5% | 0.02% | -25.0% |
| Q3 2022 | $8,803,000 | +79.4% | 72,369 | +84.7% | 0.02% | +84.6% |
| Q2 2022 | $4,908,000 | +694.2% | 39,189 | +907.2% | 0.01% | +1200.0% |
| Q1 2022 | $618,000 | +28.2% | 3,891 | +21.7% | 0.00% | 0.0% |
| Q4 2021 | $482,000 | +1.3% | 3,198 | +2.5% | 0.00% | 0.0% |
| Q3 2021 | $476,000 | -1.2% | 3,121 | -2.4% | 0.00% | 0.0% |
| Q2 2021 | $482,000 | +26.2% | 3,198 | +12.6% | 0.00% | 0.0% |
| Q1 2021 | $382,000 | +39.4% | 2,839 | +37.7% | 0.00% | 0.0% |
| Q4 2020 | $274,000 | – | 2,062 | – | 0.00% | – |
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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% |