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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,221 | -86.9% | 14 | -87.9% | 0.00% | -100.0% |
| Q2 2021 | $17,000 | -91.9% | 116 | -95.7% | 0.00% | -97.8% |
| Q2 2018 | $209,000 | +6.1% | 2,672 | 0.0% | 0.09% | -9.8% |
| Q1 2018 | $197,000 | -27.6% | 2,672 | -28.2% | 0.10% | -13.6% |
| Q4 2017 | $272,000 | +7.9% | 3,719 | 0.0% | 0.12% | -2.5% |
| Q3 2017 | $252,000 | -48.6% | 3,719 | -51.1% | 0.12% | -48.3% |
| Q2 2017 | $490,000 | -18.9% | 7,601 | -22.6% | 0.23% | -19.3% |
| Q1 2017 | $604,000 | -91.0% | 9,826 | -91.7% | 0.29% | -91.3% |
| Q4 2016 | $6,677,000 | – | 118,549 | – | 3.34% | – |
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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% |