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 | $1,336,674 | +10.0% | 6,231 | 0.0% | 0.37% | +4.5% |
| Q1 2024 | $1,215,668 | +38.1% | 6,231 | +24.0% | 0.35% | +18.1% |
| Q4 2023 | $880,305 | +13.9% | 5,024 | 0.0% | 0.30% | +8.7% |
| Q3 2023 | $772,842 | -3.0% | 5,024 | 0.0% | 0.28% | -0.7% |
| Q2 2023 | $796,605 | +14.1% | 5,024 | 0.0% | 0.28% | +1.1% |
| Q1 2023 | $697,984 | +15.3% | 5,024 | 0.0% | 0.27% | +9.6% |
| Q4 2022 | $605,543 | – | 5,024 | – | 0.25% | – |
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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% |