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 | $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 ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |