ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $322,230 | +13.9% | 1,839 | 0.0% | 0.07% | +3.1% |
Q3 2023 | $282,893 | -3.0% | 1,839 | 0.0% | 0.06% | +3.2% |
Q2 2023 | $291,592 | +14.1% | 1,839 | 0.0% | 0.06% | +6.8% |
Q1 2023 | $255,492 | +114986.5% | 1,839 | 0.0% | 0.06% | +15.7% |
Q4 2022 | $222 | -99.9% | 1,839 | 0.0% | 0.05% | -7.3% |
Q3 2022 | $220,000 | -4.3% | 1,839 | 0.0% | 0.06% | +3.8% |
Q2 2022 | $230,000 | -21.2% | 1,839 | 0.0% | 0.05% | -7.0% |
Q1 2022 | $292,000 | -8.5% | 1,839 | 0.0% | 0.06% | -1.7% |
Q4 2021 | $319,000 | +13.5% | 1,839 | 0.0% | 0.06% | +7.4% |
Q3 2021 | $281,000 | +1.4% | 1,839 | 0.0% | 0.05% | +1.9% |
Q2 2021 | $277,000 | +12.1% | 1,839 | 0.0% | 0.05% | +6.0% |
Q1 2021 | $247,000 | +0.8% | 1,839 | 0.0% | 0.05% | -2.0% |
Q4 2020 | $245,000 | +9.9% | 1,839 | 0.0% | 0.05% | -3.8% |
Q3 2020 | $223,000 | – | 1,839 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SURIENCE PRIVATE WEALTH LLC | 67,834 | $10,434,904 | 20.21% |
First Citizens Asset Management, Inc. | 257,913 | $39,674,765 | 16.86% |
FIRST CITIZENS BANK & TRUST CO | 4,460,656 | $686,182,712 | 13.36% |
SOA Wealth Advisors, LLC. | 310,727 | $47,799,157 | 11.88% |
Simplicity Wealth,LLC | 111,928 | $17,217,877 | 10.08% |
Kingdom Financial Group LLC. | 65,691 | $10,105,246 | 9.52% |
Baystate Wealth Management LLC | 680,054 | $104,612,708 | 8.62% |
Intelligence Driven Advisers, LLC | 310,732 | $48,101,365 | 8.54% |
Cosner Financial Group, LLC | 57,410 | $8,831,380 | 7.78% |
Aspire Capital Advisors LLC | 104,405 | $16,060,616 | 7.31% |