ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 418 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.62 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $360,579 | +9.3% | 1,681 | -0.6% | 0.08% | +12.2% |
| Q1 2024 | $329,820 | +3.7% | 1,691 | -6.9% | 0.07% | -2.6% |
| Q4 2023 | $318,202 | -10.9% | 1,816 | -21.8% | 0.08% | -24.8% |
| Q3 2023 | $357,101 | +21.7% | 2,321 | -4.6% | 0.10% | +16.1% |
| Q4 2022 | $293,499 | -14.4% | 2,434 | -15.1% | 0.09% | -22.3% |
| Q3 2022 | $343,000 | +30.9% | 2,868 | +37.2% | 0.11% | +23.1% |
| Q2 2022 | $262,000 | -87.6% | 2,091 | -84.2% | 0.09% | -88.5% |
| Q1 2022 | $2,106,000 | +7.1% | 13,255 | +16.9% | 0.79% | +9.7% |
| Q4 2021 | $1,966,000 | +131.6% | 11,342 | +103.9% | 0.72% | +92.0% |
| Q3 2021 | $849,000 | – | 5,562 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
| SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
| Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
| Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
| Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
| Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
| Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
| Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
| Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |