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 | $690,279 | -6.8% | 4,544 | 0.0% | 0.04% | +27.3% |
| Q2 2023 | $740,854 | +15.0% | 4,544 | -2.2% | 0.03% | -45.0% |
| Q1 2023 | $644,169 | +10.0% | 4,644 | 0.0% | 0.06% | +1.7% |
| Q4 2022 | $585,608 | +6.9% | 4,644 | 0.0% | 0.06% | -3.3% |
| Q3 2022 | $548,000 | -11.6% | 4,644 | 0.0% | 0.06% | -28.2% |
| Q2 2022 | $620,000 | -10.5% | 4,644 | 0.0% | 0.08% | -4.5% |
| Q1 2022 | $693,000 | -2.7% | 4,644 | 0.0% | 0.09% | +2.3% |
| Q4 2021 | $712,000 | -9.1% | 4,644 | 0.0% | 0.09% | +1.2% |
| Q3 2021 | $783,000 | +7.1% | 4,644 | 0.0% | 0.09% | -16.5% |
| Q2 2021 | $731,000 | – | 4,644 | – | 0.10% | – |
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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% |