Whelan Financial - ISHARES TR ownership

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
Whelan Financial ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,155,421
-3.2%
7,511
-0.3%
0.61%
-2.4%
Q2 2023$1,194,119
+14.0%
7,531
-0.1%
0.62%
+7.4%
Q1 2023$1,047,673
-23.6%
7,541
-33.8%
0.58%
-29.8%
Q4 2022$1,371,99311,3830.83%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 67,834$10,434,90420.21%
First Citizens Asset Management, Inc. 257,913$39,674,76516.86%
FIRST CITIZENS BANK & TRUST CO 4,460,656$686,182,71213.36%
SOA Wealth Advisors, LLC. 310,727$47,799,15711.88%
Simplicity Wealth,LLC 111,928$17,217,87710.08%
Kingdom Financial Group LLC. 65,691$10,105,2469.52%
Baystate Wealth Management LLC 680,054$104,612,7088.62%
Intelligence Driven Advisers, LLC 310,732$48,101,3658.54%
Cosner Financial Group, LLC 57,410$8,831,3807.78%
Aspire Capital Advisors LLC 104,405$16,060,6167.31%
View complete list of ISHARES TR shareholders