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 | $427,340 | -3.0% | 2,778 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $440,480 | +14.1% | 2,778 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $385,950 | +15.3% | 2,778 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $334,832 | +0.9% | 2,778 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $332,000 | -44.0% | 2,778 | -41.3% | 0.00% | -50.0% |
| Q2 2022 | $593,000 | -32.3% | 4,731 | -14.2% | 0.00% | -20.0% |
| Q1 2022 | $876,000 | -38.1% | 5,517 | -32.4% | 0.01% | -28.6% |
| Q4 2021 | $1,415,000 | -17.0% | 8,164 | -27.8% | 0.01% | -30.0% |
| Q2 2021 | $1,704,000 | +12.0% | 11,313 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,522,000 | +1.1% | 11,313 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,505,000 | +9.6% | 11,313 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $1,373,000 | -5.6% | 11,313 | -17.1% | 0.01% | -8.3% |
| Q2 2020 | $1,455,000 | +12.9% | 13,643 | -10.9% | 0.01% | -7.7% |
| Q1 2020 | $1,289,000 | -12.8% | 15,310 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,479,000 | – | 15,310 | – | 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% |