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 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $2 | -50.0% | 15 | -53.1% | 0.00% | – |
| Q1 2023 | $4 | -50.0% | 32 | -53.6% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 69 | -11.5% | 0.00% | – |
| Q3 2022 | $9,000 | -57.1% | 78 | -53.0% | 0.00% | – |
| Q2 2022 | $21,000 | -27.6% | 166 | -8.3% | 0.00% | – |
| Q1 2022 | $29,000 | -75.8% | 181 | -74.0% | 0.00% | -100.0% |
| Q4 2021 | $120,000 | +48.1% | 696 | +4.7% | 0.00% | 0.0% |
| Q3 2021 | $81,000 | -39.1% | 665 | -24.7% | 0.00% | 0.0% |
| Q2 2021 | $133,000 | +54.7% | 883 | +35.2% | 0.00% | 0.0% |
| Q1 2021 | $86,000 | 0.0% | 653 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $86,000 | +6.2% | 653 | -1.8% | 0.00% | 0.0% |
| Q3 2020 | $81,000 | +1.2% | 665 | -11.1% | 0.00% | 0.0% |
| Q2 2020 | $80,000 | +29.0% | 748 | +2.3% | 0.00% | 0.0% |
| Q1 2020 | $62,000 | +3000.0% | 731 | +2945.8% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -95.1% | 24 | -96.7% | 0.00% | -100.0% |
| Q4 2016 | $41,000 | +2.5% | 722 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $40,000 | +2.6% | 722 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $39,000 | -17.0% | 722 | -18.1% | 0.00% | 0.0% |
| Q1 2016 | $47,000 | +11.9% | 882 | +11.2% | 0.00% | 0.0% |
| Q4 2015 | $42,000 | +7.7% | 793 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $39,000 | +56.0% | 793 | +67.7% | 0.00% | 0.0% |
| Q2 2015 | $25,000 | – | 473 | – | 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% |