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 | 4,064,017 | $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% |