ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $322,230 | +13.9% | 1,839 | 0.0% | 0.07% | +3.1% |
| Q3 2023 | $282,893 | -3.0% | 1,839 | 0.0% | 0.06% | +3.2% |
| Q2 2023 | $291,592 | +14.1% | 1,839 | 0.0% | 0.06% | +6.8% |
| Q1 2023 | $255,492 | +114986.5% | 1,839 | 0.0% | 0.06% | +15.7% |
| Q4 2022 | $222 | -99.9% | 1,839 | 0.0% | 0.05% | -7.3% |
| Q3 2022 | $220,000 | -4.3% | 1,839 | 0.0% | 0.06% | +3.8% |
| Q2 2022 | $230,000 | -21.2% | 1,839 | 0.0% | 0.05% | -7.0% |
| Q1 2022 | $292,000 | -8.5% | 1,839 | 0.0% | 0.06% | -1.7% |
| Q4 2021 | $319,000 | +13.5% | 1,839 | 0.0% | 0.06% | +7.4% |
| Q3 2021 | $281,000 | +1.4% | 1,839 | 0.0% | 0.05% | +1.9% |
| Q2 2021 | $277,000 | +12.1% | 1,839 | 0.0% | 0.05% | +6.0% |
| Q1 2021 | $247,000 | +0.8% | 1,839 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $245,000 | +9.9% | 1,839 | 0.0% | 0.05% | -3.8% |
| Q3 2020 | $223,000 | – | 1,839 | – | 0.05% | – |
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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% |