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 | $117,988 | -54.4% | 767 | -53.0% | 0.00% | -55.6% |
| Q2 2023 | $258,770 | +55074.8% | 1,632 | -51.7% | 0.01% | -40.0% |
| Q1 2023 | $469 | -65.4% | 3,379 | -69.9% | 0.02% | -73.2% |
| Q4 2022 | $1,355 | -99.0% | 11,244 | +937.3% | 0.06% | +2700.0% |
| Q3 2022 | $130,000 | -66.4% | 1,084 | -65.0% | 0.00% | -77.8% |
| Q2 2022 | $387,000 | -70.0% | 3,094 | -58.4% | 0.01% | -59.1% |
| Q4 2021 | $1,290,000 | -39.4% | 7,438 | -46.7% | 0.02% | -59.3% |
| Q3 2021 | $2,130,000 | +101.5% | 13,948 | +98.7% | 0.05% | +92.9% |
| Q2 2021 | $1,057,000 | -20.3% | 7,019 | -28.9% | 0.03% | +27.3% |
| Q1 2021 | $1,327,000 | +487.2% | 9,866 | +479.7% | 0.02% | +214.3% |
| Q4 2020 | $226,000 | -56.9% | 1,702 | -60.5% | 0.01% | +16.7% |
| Q3 2020 | $524,000 | -27.8% | 4,314 | -36.6% | 0.01% | -80.0% |
| Q2 2020 | $726,000 | +937.1% | 6,805 | +721.9% | 0.03% | +650.0% |
| Q1 2020 | $70,000 | -68.6% | 828 | -64.1% | 0.00% | -78.9% |
| Q4 2019 | $223,000 | -57.3% | 2,307 | -61.5% | 0.02% | -47.2% |
| Q3 2019 | $522,000 | -56.8% | 5,995 | -57.4% | 0.04% | -55.6% |
| Q2 2019 | $1,207,000 | -4.1% | 14,063 | -8.1% | 0.08% | +6.6% |
| Q1 2019 | $1,259,000 | +109.8% | 15,306 | +118.1% | 0.08% | +72.7% |
| Q3 2018 | $600,000 | +4900.0% | 7,019 | +4370.7% | 0.04% | +4300.0% |
| Q2 2018 | $12,000 | -97.4% | 157 | -97.5% | 0.00% | -97.5% |
| Q1 2018 | $470,000 | – | 6,373 | – | 0.04% | – |
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% |