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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $256,000 | -83.5% | 1,610 | -82.1% | 0.18% | -3.7% |
| Q4 2021 | $1,556,000 | +11.3% | 8,974 | -2.0% | 0.19% | +8.7% |
| Q3 2021 | $1,398,000 | +1.4% | 9,159 | 0.0% | 0.17% | +3.6% |
| Q2 2021 | $1,379,000 | +7.1% | 9,159 | -4.2% | 0.17% | 0.0% |
| Q1 2021 | $1,287,000 | -5.5% | 9,563 | -6.6% | 0.17% | -7.7% |
| Q4 2020 | $1,362,000 | -9.7% | 10,234 | -17.7% | 0.18% | -5.2% |
| Q3 2020 | $1,509,000 | +10.9% | 12,435 | -2.6% | 0.19% | +3.8% |
| Q2 2020 | $1,361,000 | -22.5% | 12,765 | -38.8% | 0.18% | -35.0% |
| Q1 2020 | $1,755,000 | – | 20,844 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |