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 | $1,571,373 | +7.3% | 10,215 | +10.6% | 0.13% | +8.5% |
| Q2 2023 | $1,464,936 | +31.4% | 9,239 | +15.1% | 0.12% | +24.5% |
| Q1 2023 | $1,114,913 | +115315.4% | 8,025 | +0.1% | 0.09% | +5.6% |
| Q4 2022 | $966 | -99.9% | 8,018 | +10.8% | 0.09% | -1.1% |
| Q3 2022 | $864,000 | +36.7% | 7,234 | +43.3% | 0.09% | +57.9% |
| Q2 2022 | $632,000 | -16.2% | 5,049 | +6.4% | 0.06% | -6.6% |
| Q1 2022 | $754,000 | -8.0% | 4,744 | +0.3% | 0.06% | -9.0% |
| Q4 2021 | $820,000 | +17.8% | 4,731 | +3.8% | 0.07% | -6.9% |
| Q3 2021 | $696,000 | +9.1% | 4,559 | +7.6% | 0.07% | +12.5% |
| Q2 2021 | $638,000 | +16.8% | 4,236 | +4.4% | 0.06% | +12.3% |
| Q1 2021 | $546,000 | -6.7% | 4,057 | -7.7% | 0.06% | -13.6% |
| Q4 2020 | $585,000 | +13.4% | 4,396 | +3.4% | 0.07% | -9.6% |
| Q3 2020 | $516,000 | +4.5% | 4,253 | -8.3% | 0.07% | -2.7% |
| Q2 2020 | $494,000 | +25.1% | 4,637 | -1.2% | 0.08% | +1.4% |
| Q1 2020 | $395,000 | +9.4% | 4,691 | +25.6% | 0.07% | +13.8% |
| Q4 2019 | $361,000 | – | 3,734 | – | 0.06% | – |
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% |