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 | $817,775 | -14.2% | 5,316 | -11.6% | 0.02% | -15.8% |
| Q2 2023 | $953,237 | +38.3% | 6,012 | +21.2% | 0.02% | +35.7% |
| Q1 2023 | $689,430 | -30.0% | 4,962 | -39.3% | 0.01% | -36.4% |
| Q4 2022 | $984,547 | +1.6% | 8,168 | +0.7% | 0.02% | -8.3% |
| Q3 2022 | $969,000 | +65.4% | 8,110 | +73.4% | 0.02% | +71.4% |
| Q2 2022 | $586,000 | -59.9% | 4,678 | -49.2% | 0.01% | -53.3% |
| Q1 2022 | $1,463,000 | -32.0% | 9,210 | -25.8% | 0.03% | -30.2% |
| Q4 2021 | $2,150,000 | +12.7% | 12,405 | -0.7% | 0.04% | +2.4% |
| Q3 2021 | $1,907,000 | +1.8% | 12,489 | +0.4% | 0.04% | +5.0% |
| Q2 2021 | $1,874,000 | +6.8% | 12,445 | -4.6% | 0.04% | -7.0% |
| Q1 2021 | $1,754,000 | -4.6% | 13,039 | -5.6% | 0.04% | -12.2% |
| Q4 2020 | $1,838,000 | +16.5% | 13,817 | +6.2% | 0.05% | +4.3% |
| Q3 2020 | $1,578,000 | +13.0% | 13,005 | -0.7% | 0.05% | +4.4% |
| Q2 2020 | $1,396,000 | +419.0% | 13,093 | +310.7% | 0.04% | +350.0% |
| Q1 2020 | $269,000 | +22.8% | 3,188 | +40.5% | 0.01% | +42.9% |
| Q4 2019 | $219,000 | – | 2,269 | – | 0.01% | – |
Download | ||||||
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% |