ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 357 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $327,043 | -3.0% | 2,126 | 0.0% | 0.08% | -5.1% |
Q2 2023 | $337,099 | +14.1% | 2,126 | 0.0% | 0.08% | +5.3% |
Q1 2023 | $295,365 | +15.1% | 2,126 | -0.1% | 0.08% | +2.7% |
Q4 2022 | $256,608 | +1.0% | 2,129 | 0.0% | 0.07% | -14.1% |
Q3 2022 | $254,000 | -31.9% | 2,129 | -28.5% | 0.08% | -30.3% |
Q2 2022 | $373,000 | – | 2,976 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
Retireful, LLC | 1,663 | $233,000 | 5.60% |