ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,508,743 | -2.2% | 68,314 | +0.8% | 0.15% | -1.9% |
| Q2 2023 | $10,740,854 | +30.0% | 67,740 | +13.9% | 0.15% | +16.7% |
| Q1 2023 | $8,261,195 | +10.6% | 59,463 | -4.0% | 0.13% | +1.5% |
| Q4 2022 | $7,466,592 | +1.5% | 61,948 | +0.6% | 0.13% | -9.7% |
| Q3 2022 | $7,358,000 | +0.5% | 61,582 | +5.4% | 0.14% | +2.9% |
| Q2 2022 | $7,318,000 | -19.4% | 58,435 | +2.3% | 0.14% | -5.4% |
| Q1 2022 | $9,074,000 | +27.7% | 57,116 | +39.3% | 0.15% | +32.1% |
| Q4 2021 | $7,106,000 | +58.7% | 40,992 | +39.8% | 0.11% | +47.4% |
| Q3 2021 | $4,477,000 | +43.6% | 29,322 | +41.6% | 0.08% | +40.7% |
| Q2 2021 | $3,118,000 | +47.6% | 20,703 | +31.9% | 0.05% | +20.0% |
| Q1 2021 | $2,112,000 | +1.2% | 15,701 | +0.1% | 0.04% | -6.2% |
| Q4 2020 | $2,087,000 | +9.1% | 15,686 | -0.5% | 0.05% | -2.0% |
| Q3 2020 | $1,913,000 | +13.9% | 15,761 | +0.1% | 0.05% | +2.1% |
| Q2 2020 | $1,679,000 | +28.5% | 15,744 | +1.5% | 0.05% | +2.1% |
| Q1 2020 | $1,307,000 | +54.7% | 15,518 | +77.3% | 0.05% | +88.0% |
| Q4 2019 | $845,000 | – | 8,750 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 2,856,972 | $380,091,000 | 19.41% |
| Strategic Equity Management | 261,227 | $34,754,000 | 15.58% |
| Horst & Graben Wealth Management LLC | 238,052 | $31,670,000 | 10.92% |
| FundX Investment Group, LLC | 175,493 | $23,348,000 | 9.74% |
| Crumly & Associates Inc. | 99,182 | $13,501,000 | 9.48% |
| Baystate Wealth Management LLC | 611,132 | $81,305,000 | 9.26% |
| Atlantic Union Bankshares Corp | 543,500 | $72,307,000 | 7.51% |
| Stonebridge Financial Planning Group, LLC | 78,565 | $10,452,000 | 6.62% |
| Legacy Wealth Planning, LLC | 27,043 | $3,598,000 | 4.62% |
| Global Wealth Management Investment Advisory, Inc. | 81,948 | $10,902,000 | 4.22% |