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 | $2,391,766 | +7.4% | 11,149 | -2.3% | 1.37% | -0.2% |
| Q1 2024 | $2,226,054 | +9.6% | 11,410 | -1.6% | 1.37% | -3.0% |
| Q4 2023 | $2,031,435 | +11.9% | 11,594 | -1.7% | 1.41% | -0.4% |
| Q3 2023 | $1,815,130 | -2.2% | 11,800 | +0.8% | 1.42% | +3.4% |
| Q2 2023 | $1,855,872 | -85.4% | 11,705 | -87.2% | 1.37% | -87.0% |
| Q1 2023 | $12,721,016 | +19.6% | 91,564 | +3.7% | 10.55% | +13.0% |
| Q4 2022 | $10,639,122 | – | 88,270 | – | 9.34% | – |
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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% |