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 | $1,430,927 | -5.0% | 9,302 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $1,506,637 | +0.2% | 9,502 | -12.2% | 0.00% | 0.0% |
| Q1 2023 | $1,503,362 | +8.9% | 10,821 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $1,379,948 | -3.6% | 11,449 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $1,431,000 | +9.1% | 11,979 | +14.3% | 0.00% | 0.0% |
| Q2 2022 | $1,312,000 | +18.8% | 10,479 | +50.8% | 0.00% | 0.0% |
| Q1 2022 | $1,104,000 | +84.9% | 6,947 | +75.3% | 0.00% | – |
| Q2 2021 | $597,000 | +81.5% | 3,964 | +62.3% | 0.00% | – |
| Q1 2021 | $329,000 | +2641.7% | 2,442 | +926.1% | 0.00% | – |
| Q4 2014 | $12,000 | +9.1% | 238 | 0.0% | 0.00% | – |
| Q3 2014 | $11,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q2 2014 | $11,000 | – | 238 | – | 0.00% | – |
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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% |