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 | $141 | -18.0% | 915 | -15.6% | 0.02% | -15.8% |
| Q2 2023 | $172 | +12.4% | 1,084 | -1.5% | 0.02% | +5.6% |
| Q1 2023 | $153 | +5000.0% | 1,100 | +5138.1% | 0.02% | – |
| Q4 2022 | $3 | -100.0% | 21 | -99.3% | 0.00% | -100.0% |
| Q2 2022 | $380,000 | -90.9% | 3,031 | -88.5% | 0.05% | -86.1% |
| Q1 2022 | $4,184,000 | +44.3% | 26,333 | +57.5% | 0.37% | +55.9% |
| Q4 2021 | $2,899,000 | -75.4% | 16,722 | -78.3% | 0.24% | -75.7% |
| Q3 2021 | $11,773,000 | +3747.4% | 77,108 | +2093.1% | 0.97% | +1307.2% |
| Q3 2019 | $306,000 | – | 3,516 | – | 0.07% | – |
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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% |