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 | $1,585,987 | +8.4% | 10,310 | +11.7% | 0.21% | +12.6% |
| Q2 2023 | $1,463,509 | +30.3% | 9,230 | +14.1% | 0.18% | +22.8% |
| Q1 2023 | $1,123,527 | +18.7% | 8,087 | +3.0% | 0.15% | +12.0% |
| Q4 2022 | $946,763 | +100.2% | 7,855 | +98.3% | 0.13% | +72.7% |
| Q3 2022 | $473,000 | +62.0% | 3,962 | +69.7% | 0.08% | +71.1% |
| Q2 2022 | $292,000 | -55.0% | 2,335 | -42.8% | 0.04% | -50.5% |
| Q1 2022 | $649,000 | – | 4,083 | – | 0.09% | – |
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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% |