ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,902,569 | +9.4% | 12,368 | -1.2% | 0.01% | +10.0% |
| Q2 2023 | $1,739,125 | 0.0% | 12,518 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,739,125 | +0.2% | 12,518 | -13.1% | 0.01% | 0.0% |
| Q4 2022 | $1,735,511 | +60.4% | 14,399 | +58.9% | 0.01% | +42.9% |
| Q3 2022 | $1,082,000 | -17.3% | 9,063 | -13.3% | 0.01% | -12.5% |
| Q2 2022 | $1,308,000 | -13.9% | 10,450 | +9.2% | 0.01% | +14.3% |
| Q1 2022 | $1,519,000 | +208.1% | 9,571 | +236.2% | 0.01% | +250.0% |
| Q4 2021 | $493,000 | – | 2,847 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |