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 | $657,848 | -7.2% | 4,276 | -4.4% | 0.01% | 0.0% |
| Q2 2023 | $709,153 | +12.5% | 4,472 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $630,442 | -13.7% | 4,538 | -25.1% | 0.01% | -16.7% |
| Q4 2022 | $730,480 | +141.1% | 6,061 | +139.4% | 0.01% | +100.0% |
| Q3 2022 | $303,000 | +42.9% | 2,532 | +49.6% | 0.01% | +50.0% |
| Q2 2022 | $212,000 | -10.9% | 1,693 | +13.2% | 0.00% | 0.0% |
| Q1 2022 | $238,000 | -36.0% | 1,495 | -30.4% | 0.00% | -33.3% |
| Q4 2021 | $372,000 | +11.7% | 2,147 | -1.6% | 0.01% | 0.0% |
| Q3 2021 | $333,000 | +1.5% | 2,181 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $328,000 | +11.9% | 2,181 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $293,000 | – | 2,181 | – | 0.01% | – |
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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% |