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 | $5,981,224 | +3.3% | 38,882 | +6.5% | 0.48% | +5.0% |
Q2 2023 | $5,790,617 | +260.6% | 36,520 | +215.9% | 0.46% | +227.0% |
Q1 2023 | $1,606,031 | +49.6% | 11,560 | +29.8% | 0.14% | +34.3% |
Q4 2022 | $1,073,802 | +275.5% | 8,909 | +271.4% | 0.10% | +337.5% |
Q3 2022 | $286,000 | – | 2,399 | – | 0.02% | – |
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% |