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 | $1,231,011 | -11.7% | 8,002 | -9.0% | 0.10% | -12.6% |
| Q2 2023 | $1,393,805 | +20.8% | 8,790 | +5.8% | 0.12% | +11.2% |
| Q1 2023 | $1,154,076 | +11.6% | 8,307 | -3.1% | 0.11% | +0.9% |
| Q4 2022 | $1,033,806 | -47.8% | 8,577 | -48.4% | 0.11% | -6.2% |
| Q3 2022 | $1,982,000 | +10.5% | 16,612 | +16.3% | 0.11% | +9.7% |
| Q2 2022 | $1,794,000 | -27.2% | 14,280 | -8.0% | 0.10% | -14.2% |
| Q1 2022 | $2,464,000 | +27.5% | 15,514 | +39.3% | 0.12% | -37.2% |
| Q4 2021 | $1,933,000 | +32.9% | 11,139 | +15.3% | 0.19% | +27.3% |
| Q2 2021 | $1,455,000 | +17.5% | 9,663 | +5.0% | 0.15% | -9.6% |
| Q1 2021 | $1,238,000 | +1.4% | 9,201 | +0.2% | 0.17% | -7.3% |
| Q4 2020 | $1,221,000 | +21.1% | 9,179 | +10.6% | 0.18% | +8.5% |
| Q3 2020 | $1,008,000 | +26.6% | 8,303 | +11.2% | 0.16% | +14.6% |
| Q2 2020 | $796,000 | +46.6% | 7,464 | +15.9% | 0.14% | +15.2% |
| Q1 2020 | $543,000 | -8.7% | 6,442 | +4.6% | 0.12% | +38.9% |
| Q4 2019 | $595,000 | +15.3% | 6,156 | +3.0% | 0.09% | -15.9% |
| Q3 2019 | $516,000 | -3.4% | 5,979 | -4.6% | 0.11% | +52.9% |
| Q2 2019 | $534,000 | +1.9% | 6,269 | -2.0% | 0.07% | -40.2% |
| Q1 2019 | $524,000 | -28.1% | 6,398 | -37.0% | 0.12% | -40.3% |
| Q4 2018 | $729,000 | – | 10,158 | – | 0.20% | – |
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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% |