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 | $815,242 | -2.5% | 5,780 | +9.6% | 0.06% | -1.7% |
| Q2 2023 | $835,915 | +7.0% | 5,272 | -6.2% | 0.06% | +7.1% |
| Q1 2023 | $781,251 | +9.5% | 5,623 | -5.0% | 0.06% | +5.7% |
| Q4 2022 | $713,389 | +41.0% | 5,919 | +38.4% | 0.05% | +26.2% |
| Q3 2022 | $506,000 | -33.7% | 4,277 | -29.8% | 0.04% | -32.3% |
| Q2 2022 | $763,000 | -18.5% | 6,089 | +3.4% | 0.06% | 0.0% |
| Q1 2022 | $936,000 | +11.0% | 5,890 | -36.9% | 0.06% | +17.0% |
| Q4 2021 | $843,000 | +8.6% | 9,334 | +83.7% | 0.05% | +1.9% |
| Q3 2021 | $776,000 | +28.3% | 5,082 | +26.6% | 0.05% | +30.0% |
| Q2 2021 | $605,000 | +15.9% | 4,013 | +3.3% | 0.04% | +8.1% |
| Q1 2021 | $522,000 | +33.2% | 3,883 | +27.9% | 0.04% | +37.0% |
| Q4 2020 | $392,000 | -21.4% | 3,036 | -26.1% | 0.03% | -37.2% |
| Q3 2020 | $499,000 | +28.3% | 4,111 | +12.4% | 0.04% | +16.2% |
| Q2 2020 | $389,000 | +20.4% | 3,659 | -4.5% | 0.04% | -19.6% |
| Q1 2020 | $323,000 | -34.1% | 3,832 | -24.5% | 0.05% | -11.5% |
| Q4 2019 | $490,000 | +13.7% | 5,075 | +2.4% | 0.05% | +6.1% |
| Q3 2019 | $431,000 | -27.7% | 4,956 | -28.7% | 0.05% | -29.0% |
| Q2 2019 | $596,000 | +6.6% | 6,951 | +2.2% | 0.07% | -1.4% |
| Q1 2019 | $559,000 | +20.5% | 6,801 | +5.3% | 0.07% | +11.1% |
| Q4 2018 | $464,000 | -27.7% | 6,461 | -14.1% | 0.06% | -12.5% |
| Q3 2018 | $642,000 | +8.6% | 7,519 | +0.2% | 0.07% | 0.0% |
| Q2 2018 | $591,000 | +5.3% | 7,501 | -1.4% | 0.07% | -1.4% |
| Q1 2018 | $561,000 | +1.1% | 7,604 | +0.2% | 0.07% | -3.9% |
| Q4 2017 | $555,000 | – | 7,587 | – | 0.08% | – |
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% |