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 | $699 | -3.5% | 4,545 | -0.5% | 0.04% | 0.0% |
| Q2 2023 | $724 | -32.0% | 4,568 | -48.3% | 0.04% | -40.7% |
| Q4 2022 | $1,065 | -99.8% | 8,839 | +65.5% | 0.06% | +63.9% |
| Q3 2022 | $638,000 | -37.8% | 5,342 | -9.7% | 0.04% | -18.2% |
| Q4 2021 | $1,026,000 | +28.2% | 5,917 | +12.9% | 0.04% | +15.8% |
| Q3 2021 | $800,000 | +1.4% | 5,241 | +0.1% | 0.04% | +2.7% |
| Q2 2021 | $789,000 | +12.6% | 5,236 | +0.5% | 0.04% | -5.1% |
| Q1 2021 | $701,000 | -0.3% | 5,208 | -1.4% | 0.04% | -37.1% |
| Q4 2020 | $703,000 | +11.8% | 5,284 | +1.9% | 0.06% | +3.3% |
| Q3 2020 | $629,000 | +47.7% | 5,185 | +29.7% | 0.06% | +50.0% |
| Q2 2020 | $426,000 | +2.2% | 3,999 | -7.4% | 0.04% | +8.1% |
| Q4 2019 | $417,000 | – | 4,319 | – | 0.04% | – |
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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% |