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 | $508,963 | -5.2% | 3,308 | -2.3% | 0.02% | 0.0% |
| Q2 2023 | $536,930 | +9.6% | 3,386 | -4.0% | 0.02% | +18.8% |
| Q1 2023 | $490,101 | -35.9% | 3,527 | -44.4% | 0.02% | -40.7% |
| Q4 2022 | $764,039 | -31.3% | 6,338 | -31.9% | 0.03% | -35.7% |
| Q3 2022 | $1,112,000 | -10.7% | 9,305 | -6.4% | 0.04% | -2.3% |
| Q2 2022 | $1,245,000 | -14.7% | 9,941 | +8.2% | 0.04% | -2.3% |
| Q1 2022 | $1,460,000 | +16.3% | 9,190 | +26.9% | 0.04% | +25.7% |
| Q4 2021 | $1,255,000 | -41.2% | 7,240 | -48.2% | 0.04% | -45.3% |
| Q3 2021 | $2,134,000 | +5.7% | 13,977 | +4.3% | 0.06% | +6.7% |
| Q2 2021 | $2,018,000 | -12.9% | 13,397 | -22.2% | 0.06% | -18.9% |
| Q1 2021 | $2,316,000 | -25.7% | 17,210 | -26.5% | 0.07% | -30.2% |
| Q4 2020 | $3,115,000 | +13.5% | 23,414 | +3.5% | 0.11% | -2.8% |
| Q3 2020 | $2,745,000 | +8.1% | 22,613 | -5.1% | 0.11% | -1.8% |
| Q2 2020 | $2,540,000 | +53.2% | 23,818 | +21.0% | 0.11% | +13.3% |
| Q1 2020 | $1,658,000 | -16.6% | 19,682 | -4.4% | 0.10% | +16.7% |
| Q4 2019 | $1,989,000 | +593.0% | 20,592 | +525.5% | 0.08% | +500.0% |
| Q3 2019 | $287,000 | – | 3,292 | – | 0.01% | – |
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% |