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 | $7,288,746 | +50.1% | 33,977 | +36.5% | 3.31% | +50.3% |
| Q1 2024 | $4,856,624 | +9.8% | 24,893 | -1.3% | 2.20% | +0.3% |
| Q4 2023 | $4,421,151 | +19.8% | 25,232 | +5.2% | 2.20% | +0.3% |
| Q3 2023 | $3,690,997 | +35.8% | 23,994 | +40.0% | 2.19% | +30.4% |
| Q2 2023 | $2,717,084 | +256.6% | 17,136 | +212.4% | 1.68% | +277.3% |
| Q1 2023 | $762,031 | +4143.2% | 5,485 | +3581.2% | 0.44% | +4350.0% |
| Q4 2022 | $17,959 | +5.6% | 149 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $17,000 | – | 149 | – | 0.01% | – |
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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% |