Fulcrum Equity Management - ISHARES TR ownership

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
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$845,911
-78.8%
5,499
-76.1%
0.99%
-33.7%
Q4 2021$3,996,000
-28.1%
23,049
-44.8%
1.50%
-32.5%
Q4 2020$5,555,000
-14.9%
41,756
-22.4%
2.22%
-26.8%
Q3 2020$6,527,00053,7783.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,064,017$645,651,00025.08%
Aspire Capital Advisors LLC 93,295$14,822,00014.10%
Strategic Equity Management 186,686$29,659,00010.67%
Baystate Wealth Management LLC 612,946$97,379,0008.59%
Stonebridge Financial Planning Group, LLC 85,563$13,593,0007.61%
Atlantic Union Bankshares Corp 517,941$82,285,0007.20%
Crumly & Associates Inc. 113,482$18,029,0006.76%
Mason & Associates Inc 134,226$21,324,0006.52%
Legacy Wealth Planning, LLC 30,546$4,853,0005.71%
Retireful, LLC 1,663$233,0005.60%
View complete list of ISHARES TR shareholders