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 | $110,604 | +89.0% | 719 | +94.9% | 0.01% | +100.0% |
| Q2 2023 | $58,509 | +9.7% | 369 | -3.9% | 0.00% | 0.0% |
| Q1 2023 | $53,349 | -97.2% | 384 | -97.5% | 0.00% | -97.4% |
| Q4 2022 | $1,877,309 | +14.1% | 15,575 | +13.0% | 0.11% | +0.9% |
| Q3 2022 | $1,646,000 | +2689.8% | 13,783 | +2838.8% | 0.11% | +3666.7% |
| Q2 2022 | $59,000 | -97.2% | 469 | -96.4% | 0.00% | -96.6% |
| Q1 2022 | $2,076,000 | -8.1% | 13,071 | +0.3% | 0.09% | +3.5% |
| Q4 2021 | $2,259,000 | +2.0% | 13,033 | -9.3% | 0.09% | +1.2% |
| Q3 2021 | $2,214,000 | -3.9% | 14,366 | -4.6% | 0.08% | -5.6% |
| Q2 2021 | $2,303,000 | -24.7% | 15,058 | -29.1% | 0.09% | +5.9% |
| Q1 2021 | $3,059,000 | +48.5% | 21,248 | +18.5% | 0.08% | +2.4% |
| Q4 2020 | $2,060,000 | +19.4% | 17,931 | +23.3% | 0.08% | -6.7% |
| Q3 2020 | $1,726,000 | +15.3% | 14,540 | +0.6% | 0.09% | +7.2% |
| Q2 2020 | $1,497,000 | +14870.0% | 14,453 | +11650.4% | 0.08% | +8200.0% |
| Q1 2020 | $10,000 | -9.1% | 123 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +233.3% | 123 | +232.4% | 0.00% | – |
| Q1 2019 | $3,000 | – | 37 | – | 0.00% | – |
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% |