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 | $219,515 | -6.6% | 1,427 | -3.8% | 0.07% | +1.4% |
| Q2 2023 | $235,144 | -2.7% | 1,483 | -14.7% | 0.07% | -6.8% |
| Q1 2023 | $241,599 | +6.0% | 1,739 | -8.0% | 0.07% | +1.4% |
| Q4 2022 | $227,922 | -35.2% | 1,891 | -35.7% | 0.07% | -41.6% |
| Q3 2022 | $352,000 | -16.4% | 2,943 | -12.4% | 0.12% | -15.5% |
| Q2 2022 | $421,000 | -98.0% | 3,359 | -97.5% | 0.15% | -97.7% |
| Q1 2022 | $21,324,000 | -8.1% | 134,226 | +0.3% | 6.52% | -7.5% |
| Q4 2021 | $23,199,000 | – | 133,826 | – | 7.05% | – |
Download | ||||||
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% |