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 | $20,777,922 | +14.1% | 135,071 | +17.6% | 0.23% | +12.0% |
| Q2 2023 | $18,212,108 | +53.0% | 114,859 | +34.0% | 0.21% | +42.5% |
| Q1 2023 | $11,905,428 | +256.7% | 85,694 | +209.4% | 0.15% | +224.4% |
| Q4 2022 | $3,337,924 | +42.5% | 27,694 | +41.2% | 0.04% | +25.0% |
| Q3 2022 | $2,343,000 | +68.7% | 19,609 | +76.8% | 0.04% | +71.4% |
| Q2 2022 | $1,389,000 | +2.1% | 11,088 | +29.4% | 0.02% | +10.5% |
| Q1 2022 | $1,361,000 | +1.5% | 8,566 | +10.8% | 0.02% | -5.0% |
| Q4 2021 | $1,341,000 | +5.3% | 7,731 | -7.5% | 0.02% | -4.8% |
| Q3 2021 | $1,273,000 | +44.8% | 8,358 | +42.9% | 0.02% | +31.2% |
| Q2 2021 | $879,000 | +23.8% | 5,850 | +10.8% | 0.02% | +6.7% |
| Q1 2021 | $710,000 | +13.4% | 5,278 | +12.2% | 0.02% | 0.0% |
| Q4 2020 | $626,000 | -68.1% | 4,705 | -70.9% | 0.02% | -51.6% |
| Q3 2020 | $1,964,000 | +441.0% | 16,173 | +374.4% | 0.03% | +210.0% |
| Q2 2020 | $363,000 | -31.1% | 3,409 | -45.6% | 0.01% | -37.5% |
| Q1 2020 | $527,000 | – | 6,266 | – | 0.02% | – |
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% |