ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,622 | -6.3% | 4,379 | -3.4% | 0.00% | – |
| Q2 2023 | $719,070 | +18.2% | 4,535 | +3.6% | 0.00% | – |
| Q1 2023 | $608,374 | -4.8% | 4,379 | -17.4% | 0.00% | – |
| Q4 2022 | $638,809 | +25.3% | 5,300 | +24.2% | 0.00% | – |
| Q3 2022 | $510,000 | +25.6% | 4,267 | +31.7% | 0.00% | – |
| Q2 2022 | $406,000 | +24.5% | 3,240 | +57.8% | 0.00% | – |
| Q1 2022 | $326,000 | -8.4% | 2,053 | 0.0% | 0.00% | – |
| Q4 2021 | $356,000 | -0.8% | 2,053 | -12.7% | 0.00% | – |
| Q3 2021 | $359,000 | -13.7% | 2,353 | -14.9% | 0.00% | – |
| Q2 2021 | $416,000 | -19.2% | 2,764 | -27.8% | 0.00% | – |
| Q1 2021 | $515,000 | +33.8% | 3,826 | +32.3% | 0.00% | – |
| Q4 2020 | $385,000 | +9.7% | 2,891 | 0.0% | 0.00% | – |
| Q3 2020 | $351,000 | +1.4% | 2,891 | -10.9% | 0.00% | – |
| Q2 2020 | $346,000 | +31.1% | 3,245 | +3.5% | 0.00% | – |
| Q1 2020 | $264,000 | – | 3,135 | – | 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% |