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 | $1,224,878 | +0.4% | 7,963 | +3.5% | 0.13% | +3.2% |
| Q2 2023 | $1,220,372 | +298.8% | 7,697 | -36.1% | 0.12% | +629.4% |
| Q1 2023 | $306,026 | -29.0% | 12,038 | +236.8% | 0.02% | -10.5% |
| Q4 2022 | $430,786 | -98.6% | 3,574 | -98.6% | 0.02% | -98.9% |
| Q3 2022 | $30,333,000 | +3.4% | 253,850 | +9.4% | 1.79% | -31.3% |
| Q2 2022 | $29,331,000 | +57.9% | 232,106 | +98.5% | 2.61% | +148.7% |
| Q1 2022 | $18,580,000 | +49.7% | 116,952 | +63.4% | 1.05% | -0.2% |
| Q4 2021 | $12,410,000 | -34.8% | 71,592 | -49.4% | 1.05% | -31.1% |
| Q1 2021 | $19,045,000 | +17.1% | 141,553 | +15.8% | 1.52% | +1.5% |
| Q4 2020 | $16,260,000 | – | 122,221 | – | 1.50% | – |
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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% |