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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,663 | -4.3% | 1,792 | -1.4% | 0.03% | +16.7% |
| Q2 2023 | $288,104 | +18.0% | 1,817 | +3.4% | 0.02% | -4.0% |
| Q1 2023 | $244,100 | +13.6% | 1,757 | -1.4% | 0.02% | +31.6% |
| Q4 2022 | $214,784 | +4.8% | 1,782 | +3.9% | 0.02% | -5.0% |
| Q3 2022 | $205,000 | -7.7% | 1,715 | -1.4% | 0.02% | -4.8% |
| Q2 2022 | $222,000 | -18.4% | 1,740 | +1.7% | 0.02% | 0.0% |
| Q1 2022 | $272,000 | -8.4% | 1,711 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $297,000 | +12.1% | 1,711 | -1.4% | 0.02% | -4.2% |
| Q3 2021 | $265,000 | – | 1,736 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |