ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,241,351 | -4.8% | 21,071 | -1.9% | 0.01% | 0.0% |
| Q2 2023 | $3,404,124 | +263.6% | 21,469 | +218.6% | 0.01% | +150.0% |
| Q1 2023 | $936,250 | +197.8% | 6,739 | +158.4% | 0.00% | +100.0% |
| Q4 2022 | $314,342 | +43.5% | 2,608 | +42.1% | 0.00% | – |
| Q3 2022 | $219,000 | -56.0% | 1,835 | -53.8% | 0.00% | -100.0% |
| Q2 2022 | $498,000 | -70.3% | 3,975 | -62.4% | 0.00% | -66.7% |
| Q1 2022 | $1,677,000 | -55.6% | 10,558 | -51.5% | 0.00% | -50.0% |
| Q4 2021 | $3,777,000 | -13.4% | 21,788 | -23.8% | 0.01% | -25.0% |
| Q3 2021 | $4,363,000 | -67.6% | 28,578 | -68.1% | 0.01% | -68.0% |
| Q2 2021 | $13,484,000 | +37.7% | 89,537 | +23.0% | 0.02% | +25.0% |
| Q1 2021 | $9,790,000 | +147.0% | 72,772 | +144.3% | 0.02% | +122.2% |
| Q4 2020 | $3,963,000 | +65950.0% | 29,787 | +39616.0% | 0.01% | – |
| Q1 2020 | $6,000 | -14.3% | 75 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | +16.7% | 75 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2019 | $6,000 | -89.5% | 75 | -90.6% | 0.00% | – |
| Q4 2018 | $57,000 | – | 800 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 2,856,972 | $380,091,000 | 19.41% |
| Strategic Equity Management | 261,227 | $34,754,000 | 15.58% |
| Horst & Graben Wealth Management LLC | 238,052 | $31,670,000 | 10.92% |
| FundX Investment Group, LLC | 175,493 | $23,348,000 | 9.74% |
| Crumly & Associates Inc. | 99,182 | $13,501,000 | 9.48% |
| Baystate Wealth Management LLC | 611,132 | $81,305,000 | 9.26% |
| Atlantic Union Bankshares Corp | 543,500 | $72,307,000 | 7.51% |
| Stonebridge Financial Planning Group, LLC | 78,565 | $10,452,000 | 6.62% |
| Legacy Wealth Planning, LLC | 27,043 | $3,598,000 | 4.62% |
| Global Wealth Management Investment Advisory, Inc. | 81,948 | $10,902,000 | 4.22% |