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 | $368,884 | -3.0% | 2,398 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $380,227 | +113740.4% | 2,398 | -0.3% | 0.00% | 0.0% |
| Q1 2023 | $334 | +15.6% | 2,406 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $289 | -99.9% | 2,398 | -40.1% | 0.00% | -40.0% |
| Q3 2022 | $479,000 | +19.5% | 4,006 | +25.2% | 0.01% | +25.0% |
| Q2 2022 | $401,000 | -69.1% | 3,200 | -60.9% | 0.00% | -60.0% |
| Q1 2022 | $1,299,000 | -23.6% | 8,180 | -16.6% | 0.01% | -23.1% |
| Q4 2021 | $1,701,000 | +23.0% | 9,814 | +8.3% | 0.01% | +8.3% |
| Q3 2021 | $1,383,000 | -41.7% | 9,059 | -42.5% | 0.01% | -42.9% |
| Q2 2021 | $2,373,000 | +11.9% | 15,757 | 0.0% | 0.02% | +10.5% |
| Q1 2021 | $2,120,000 | +2.7% | 15,757 | +1.5% | 0.02% | -5.0% |
| Q4 2020 | $2,065,000 | +1429.6% | 15,520 | +844.6% | 0.02% | +900.0% |
| Q1 2019 | $135,000 | +14.4% | 1,643 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $118,000 | -15.7% | 1,643 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $140,000 | +8.5% | 1,643 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $129,000 | +6.6% | 1,643 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $121,000 | +0.8% | 1,643 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $120,000 | – | 1,643 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |