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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $613,000 | +13.5% | 3,536 | 0.0% | 0.10% | +2.0% |
| Q3 2021 | $540,000 | +1.3% | 3,536 | 0.0% | 0.10% | +2.0% |
| Q2 2021 | $533,000 | +12.0% | 3,536 | 0.0% | 0.10% | -4.9% |
| Q1 2021 | $476,000 | +1.3% | 3,536 | 0.0% | 0.10% | -19.5% |
| Q4 2020 | $470,000 | +9.6% | 3,536 | 0.0% | 0.13% | +2.4% |
| Q3 2020 | $429,000 | +13.8% | 3,536 | 0.0% | 0.12% | +20.2% |
| Q2 2020 | $377,000 | – | 3,536 | – | 0.10% | – |
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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% |