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 | $1,143,679 | +103400.4% | 7,435 | +6.7% | 0.02% | +4.5% |
| Q2 2023 | $1,105 | +15.1% | 6,970 | +0.9% | 0.02% | +4.8% |
| Q1 2023 | $960 | +133.6% | 6,906 | +102.6% | 0.02% | +133.3% |
| Q4 2022 | $411 | -99.9% | 3,409 | -46.4% | 0.01% | -52.6% |
| Q3 2022 | $759,000 | -2.9% | 6,355 | +1.8% | 0.02% | +5.6% |
| Q2 2022 | $782,000 | -22.1% | 6,243 | -1.2% | 0.02% | -14.3% |
| Q1 2022 | $1,004,000 | +26.3% | 6,317 | +37.8% | 0.02% | +31.2% |
| Q4 2021 | $795,000 | +26.2% | 4,584 | +11.1% | 0.02% | +23.1% |
| Q3 2021 | $630,000 | +66.2% | 4,127 | +63.9% | 0.01% | +62.5% |
| Q2 2021 | $379,000 | +25.5% | 2,518 | +12.3% | 0.01% | +14.3% |
| Q1 2021 | $302,000 | +43.1% | 2,243 | +41.1% | 0.01% | +40.0% |
| Q4 2020 | $211,000 | – | 1,590 | – | 0.01% | – |
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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% |