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 | $2,824,700 | +97.1% | 18,362 | +103.2% | 0.17% | +43.0% |
| Q2 2023 | $1,432,945 | +14.7% | 9,037 | +0.5% | 0.12% | +11.0% |
| Q1 2023 | $1,249,008 | +15.3% | 8,990 | +0.0% | 0.11% | +2.8% |
| Q4 2022 | $1,083,220 | +2.6% | 8,987 | +1.7% | 0.11% | -7.0% |
| Q3 2022 | $1,056,000 | -7.7% | 8,841 | -3.2% | 0.11% | +21.3% |
| Q2 2022 | $1,144,000 | +24.3% | 9,131 | +57.7% | 0.09% | -6.9% |
| Q1 2022 | $920,000 | -40.4% | 5,790 | -35.0% | 0.10% | -38.8% |
| Q4 2021 | $1,544,000 | +14.3% | 8,909 | +0.7% | 0.16% | -1.2% |
| Q3 2021 | $1,351,000 | +6.5% | 8,851 | +5.1% | 0.17% | +3.1% |
| Q2 2021 | $1,269,000 | +8.6% | 8,423 | -3.0% | 0.16% | -4.7% |
| Q1 2021 | $1,168,000 | +27.1% | 8,681 | +25.6% | 0.17% | +16.4% |
| Q4 2020 | $919,000 | -61.5% | 6,909 | -64.9% | 0.15% | -75.0% |
| Q3 2020 | $2,386,000 | +31.2% | 19,660 | +15.2% | 0.58% | -3.8% |
| Q2 2020 | $1,818,000 | +673.6% | 17,060 | +6126.3% | 0.61% | +5980.0% |
| Q2 2019 | $235,000 | – | 274 | – | 0.01% | – |
Download | ||||||
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% |