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 | $355,193 | -3.0% | 2,309 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $366,115 | +14.1% | 2,309 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $320,789 | +14.1% | 2,309 | -1.0% | 0.01% | +16.7% |
| Q4 2022 | $281,196 | -49.9% | 2,333 | -50.3% | 0.01% | -53.8% |
| Q3 2022 | $561,000 | +85.8% | 4,694 | +94.8% | 0.01% | +85.7% |
| Q2 2022 | $302,000 | -95.2% | 2,410 | -93.9% | 0.01% | -93.8% |
| Q1 2022 | $6,295,000 | +226.8% | 39,624 | +256.7% | 0.11% | +232.4% |
| Q4 2021 | $1,926,000 | +225.3% | 11,109 | +186.7% | 0.03% | +209.1% |
| Q3 2021 | $592,000 | +1.4% | 3,875 | 0.0% | 0.01% | +10.0% |
| Q2 2021 | $584,000 | +3.9% | 3,875 | -7.2% | 0.01% | -9.1% |
| Q1 2021 | $562,000 | -35.3% | 4,175 | -36.0% | 0.01% | -38.9% |
| Q4 2020 | $869,000 | +11.4% | 6,527 | +1.6% | 0.02% | -10.0% |
| Q3 2020 | $780,000 | +13.4% | 6,426 | -0.4% | 0.02% | +11.1% |
| Q2 2020 | $688,000 | +13.5% | 6,455 | -10.3% | 0.02% | 0.0% |
| Q1 2020 | $606,000 | -5.3% | 7,199 | +8.6% | 0.02% | +12.5% |
| Q4 2019 | $640,000 | +0.2% | 6,627 | -9.7% | 0.02% | -5.9% |
| Q3 2019 | $639,000 | -10.5% | 7,342 | -11.8% | 0.02% | -10.5% |
| Q2 2019 | $714,000 | -1.9% | 8,322 | -6.1% | 0.02% | 0.0% |
| Q1 2019 | $728,000 | +57.9% | 8,859 | +38.0% | 0.02% | +35.7% |
| Q4 2018 | $461,000 | +48.2% | 6,420 | +76.4% | 0.01% | +75.0% |
| Q3 2018 | $311,000 | -18.2% | 3,640 | -24.8% | 0.01% | -20.0% |
| Q2 2018 | $380,000 | – | 4,841 | – | 0.01% | – |
Download | ||||||
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% |