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 | $6,541,775 | -0.7% | 42,526 | +2.4% | 4.97% | -0.2% |
| Q2 2023 | $6,587,375 | +15.3% | 41,545 | +1.0% | 4.98% | +7.4% |
| Q1 2023 | $5,712,385 | +32.2% | 41,117 | +14.7% | 4.64% | +23.2% |
| Q4 2022 | $4,321,844 | +34.9% | 35,857 | +33.8% | 3.76% | +24.7% |
| Q3 2022 | $3,203,000 | +36.9% | 26,804 | +43.5% | 3.02% | +40.1% |
| Q2 2022 | $2,340,000 | +71.8% | 18,681 | +117.9% | 2.16% | +100.0% |
| Q1 2022 | $1,362,000 | +39.8% | 8,575 | +52.7% | 1.08% | +36.6% |
| Q4 2021 | $974,000 | – | 5,617 | – | 0.79% | – |
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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% |