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 | $436,163 | +34.6% | 2,835 | +38.7% | 0.02% | +23.5% |
| Q2 2023 | $324,048 | -9.5% | 2,044 | -20.7% | 0.02% | -19.0% |
| Q1 2023 | $358,046 | +5.0% | 2,577 | -8.9% | 0.02% | -8.7% |
| Q4 2022 | $340,894 | -9.6% | 2,828 | -10.4% | 0.02% | -20.7% |
| Q3 2022 | $377,000 | +0.8% | 3,157 | +5.8% | 0.03% | 0.0% |
| Q2 2022 | $374,000 | -38.1% | 2,985 | -21.5% | 0.03% | -31.0% |
| Q1 2022 | $604,000 | -16.3% | 3,804 | -8.6% | 0.04% | -19.2% |
| Q4 2021 | $722,000 | +11.8% | 4,164 | -1.6% | 0.05% | +6.1% |
| Q3 2021 | $646,000 | -0.6% | 4,232 | -1.9% | 0.05% | -3.9% |
| Q2 2021 | $650,000 | +22.9% | 4,314 | +9.7% | 0.05% | +4.1% |
| Q1 2021 | $529,000 | +12.1% | 3,932 | +10.8% | 0.05% | +11.4% |
| Q4 2020 | $472,000 | +118.5% | 3,548 | +99.4% | 0.04% | +76.0% |
| Q3 2020 | $216,000 | -3.1% | 1,779 | -31.8% | 0.02% | -45.7% |
| Q3 2018 | $223,000 | +10.4% | 2,610 | +1.4% | 0.05% | 0.0% |
| Q2 2018 | $202,000 | -7.8% | 2,575 | -13.9% | 0.05% | -36.1% |
| Q4 2017 | $219,000 | – | 2,990 | – | 0.07% | – |
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% |