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 | $2,237,164 | +23.4% | 14,543 | +27.2% | 0.11% | +24.4% |
| Q2 2023 | $1,813,466 | +38.6% | 11,437 | +21.5% | 0.09% | +26.8% |
| Q1 2023 | $1,308,124 | +87.8% | 9,416 | +62.9% | 0.07% | +65.1% |
| Q4 2022 | $696,688 | -11.7% | 5,780 | -8.2% | 0.04% | -18.9% |
| Q3 2022 | $789,000 | 0.0% | 6,298 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $789,000 | -29.0% | 6,298 | -1.7% | 0.05% | -19.7% |
| Q4 2021 | $1,111,000 | +342.6% | 6,410 | +290.4% | 0.07% | +725.0% |
| Q3 2021 | $251,000 | +3.3% | 1,642 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $243,000 | -29.6% | 1,612 | -37.0% | 0.01% | -33.3% |
| Q1 2021 | $345,000 | – | 2,560 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |