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 | $269,968 | -27.0% | 1,755 | -24.7% | 0.03% | -39.5% |
| Q2 2023 | $369,839 | +20.2% | 2,332 | -8.6% | 0.04% | +4.9% |
| Q4 2022 | $307,638 | -1.7% | 2,552 | -2.6% | 0.04% | -12.8% |
| Q3 2022 | $313,000 | -4.6% | 2,620 | +0.1% | 0.05% | -4.1% |
| Q2 2022 | $328,000 | -21.7% | 2,618 | -0.8% | 0.05% | -10.9% |
| Q1 2022 | $419,000 | -57.4% | 2,639 | -53.5% | 0.06% | -57.7% |
| Q4 2021 | $984,000 | -79.5% | 5,674 | -81.9% | 0.13% | -81.2% |
| Q3 2021 | $4,791,000 | +1.6% | 31,385 | +0.2% | 0.69% | +20.4% |
| Q2 2021 | $4,715,000 | +1209.7% | 31,311 | +1069.2% | 0.57% | +872.9% |
| Q1 2021 | $360,000 | +53.2% | 2,678 | +51.6% | 0.06% | +20.4% |
| Q4 2020 | $235,000 | -99.3% | 1,766 | +579.2% | 0.05% | +206.2% |
| Q3 2020 | $32,578,000 | +11.9% | 260 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $29,125,000 | +33.0% | 260 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $21,895,000 | -19.8% | 260 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $27,287,000 | – | 260 | – | 0.02% | – |
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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% |