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 | $3,684,330 | -5.4% | 23,951 | -3.2% | 0.99% | -1.0% |
| Q2 2023 | $3,893,068 | -6.1% | 24,752 | -16.9% | 1.00% | -10.9% |
| Q1 2023 | $4,143,837 | -3.1% | 29,775 | -12.6% | 1.12% | +1.4% |
| Q4 2022 | $4,278,361 | +215.7% | 34,082 | +205.1% | 1.11% | +226.8% |
| Q3 2022 | $1,355,000 | +213.7% | 11,172 | +259.5% | 0.34% | +289.7% |
| Q2 2022 | $432,000 | -95.4% | 3,108 | -94.8% | 0.09% | -94.4% |
| Q1 2022 | $9,415,000 | +100.5% | 59,263 | +98.5% | 1.55% | +108.8% |
| Q4 2021 | $4,696,000 | +51.8% | 29,856 | +47.4% | 0.74% | +49.7% |
| Q3 2021 | $3,093,000 | +64.3% | 20,258 | +62.1% | 0.50% | +61.8% |
| Q2 2021 | $1,882,000 | – | 12,494 | – | 0.31% | – |
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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% |