ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,879 | +2.3% | 2,710 | +5.4% | 0.06% | +8.5% |
| Q2 2023 | $407,499 | +18.5% | 2,570 | +3.8% | 0.06% | +11.3% |
| Q1 2023 | $343,852 | +15.3% | 2,475 | 0.0% | 0.05% | +3.9% |
| Q4 2022 | $298,312 | +0.8% | 2,475 | 0.0% | 0.05% | -5.6% |
| Q3 2022 | $296,000 | +1.7% | 2,475 | +6.7% | 0.05% | +5.9% |
| Q2 2022 | $291,000 | -2.7% | 2,320 | +34.4% | 0.05% | +34.2% |
| Q1 2022 | $299,000 | 0.0% | 1,726 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $299,000 | – | 1,726 | – | 0.04% | – |
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% |