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 | $608,705 | -3.0% | 3,957 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $627,422 | +11.3% | 3,957 | -2.5% | 0.23% | +5.1% |
| Q1 2023 | $563,639 | +13.6% | 4,057 | -1.4% | 0.22% | +6.4% |
| Q4 2022 | $496,101 | +3.6% | 4,116 | +2.7% | 0.20% | -6.5% |
| Q3 2022 | $479,000 | -4.6% | 4,008 | 0.0% | 0.22% | -4.0% |
| Q2 2022 | $502,000 | -21.2% | 4,008 | 0.0% | 0.23% | -12.4% |
| Q1 2022 | $637,000 | -8.3% | 4,008 | 0.0% | 0.26% | -16.2% |
| Q4 2021 | $695,000 | +16.4% | 4,008 | +2.5% | 0.31% | -30.3% |
| Q3 2021 | $597,000 | +1.4% | 3,910 | 0.0% | 0.44% | +3.0% |
| Q2 2021 | $589,000 | +11.6% | 3,910 | -0.4% | 0.43% | +2.1% |
| Q1 2021 | $528,000 | +3.7% | 3,925 | +2.5% | 0.42% | -9.9% |
| Q4 2020 | $509,000 | – | 3,830 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 2,856,972 | $380,091,000 | 19.41% |
| Strategic Equity Management | 261,227 | $34,754,000 | 15.58% |
| Horst & Graben Wealth Management LLC | 238,052 | $31,670,000 | 10.92% |
| FundX Investment Group, LLC | 175,493 | $23,348,000 | 9.74% |
| Crumly & Associates Inc. | 99,182 | $13,501,000 | 9.48% |
| Baystate Wealth Management LLC | 611,132 | $81,305,000 | 9.26% |
| Atlantic Union Bankshares Corp | 543,500 | $72,307,000 | 7.51% |
| Stonebridge Financial Planning Group, LLC | 78,565 | $10,452,000 | 6.62% |
| Legacy Wealth Planning, LLC | 27,043 | $3,598,000 | 4.62% |
| Global Wealth Management Investment Advisory, Inc. | 81,948 | $10,902,000 | 4.22% |