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 | $309,179 | +15.3% | 2,006 | +18.6% | 0.02% | +20.0% |
Q2 2023 | $268,124 | +14.1% | 1,691 | 0.0% | 0.02% | +11.1% |
Q1 2023 | $234,930 | -51.7% | 1,691 | -58.1% | 0.02% | -53.8% |
Q4 2022 | $486,338 | -44.1% | 4,035 | -44.6% | 0.04% | -53.0% |
Q3 2022 | $870,000 | -4.5% | 7,278 | +0.1% | 0.08% | +7.8% |
Q2 2022 | $911,000 | +172.8% | 7,273 | +245.7% | 0.08% | +208.0% |
Q1 2022 | $334,000 | -54.1% | 2,104 | -49.9% | 0.02% | -39.0% |
Q4 2021 | $728,000 | +7.9% | 4,201 | -5.0% | 0.04% | 0.0% |
Q3 2021 | $675,000 | +1.7% | 4,420 | +0.2% | 0.04% | -2.4% |
Q2 2021 | $664,000 | +12.0% | 4,410 | +0.1% | 0.04% | 0.0% |
Q1 2021 | $593,000 | +1.2% | 4,407 | +0.1% | 0.04% | -4.5% |
Q4 2020 | $586,000 | +148.3% | 4,404 | +126.4% | 0.04% | +109.5% |
Q3 2020 | $236,000 | +10.8% | 1,945 | -2.7% | 0.02% | 0.0% |
Q2 2020 | $213,000 | -91.4% | 1,999 | -93.2% | 0.02% | -92.4% |
Q1 2020 | $2,491,000 | +337.0% | 29,583 | +401.5% | 0.28% | +391.1% |
Q4 2019 | $570,000 | +10.9% | 5,899 | 0.0% | 0.06% | -56.2% |
Q3 2019 | $514,000 | -4.8% | 5,899 | -6.4% | 0.13% | +132.7% |
Q2 2019 | $540,000 | +5.3% | 6,299 | +0.9% | 0.06% | +3.8% |
Q1 2019 | $513,000 | +27.3% | 6,245 | +11.2% | 0.05% | +10.4% |
Q4 2018 | $403,000 | +2.3% | 5,616 | +22.1% | 0.05% | -56.8% |
Q3 2018 | $394,000 | – | 4,600 | – | 0.11% | – |
Download |
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% |