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 | $2,851,824 | -9.2% | 18,538 | -6.4% | 0.15% | -8.7% |
Q2 2023 | $3,141,411 | +151.8% | 19,812 | +120.6% | 0.16% | +103.8% |
Q1 2023 | $1,247,631 | +44.6% | 8,980 | +25.4% | 0.08% | +29.5% |
Q4 2022 | $862,995 | +186.7% | 7,160 | +312.4% | 0.06% | +238.9% |
Q4 2021 | $301,000 | -8.0% | 1,736 | -19.1% | 0.02% | -21.7% |
Q3 2021 | $327,000 | – | 2,145 | – | 0.02% | – |
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% |