ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,306,074 | -6.7% | 92,998 | -3.8% | 0.02% | -5.0% |
| Q2 2023 | $15,328,986 | +29.7% | 96,676 | +13.6% | 0.02% | +17.6% |
| Q1 2023 | $11,823,283 | +22.0% | 85,102 | +5.8% | 0.02% | +13.3% |
| Q4 2022 | $9,694,486 | -21.1% | 80,430 | -21.8% | 0.02% | -28.6% |
| Q3 2022 | $12,285,000 | -2.2% | 102,815 | +2.5% | 0.02% | -4.5% |
| Q2 2022 | $12,557,000 | +8.5% | 100,274 | +37.7% | 0.02% | +15.8% |
| Q1 2022 | $11,568,000 | +8.2% | 72,813 | +18.0% | 0.02% | +11.8% |
| Q4 2021 | $10,694,000 | +22.6% | 61,684 | +7.9% | 0.02% | +6.2% |
| Q3 2021 | $8,725,000 | +20.6% | 57,146 | +19.0% | 0.02% | +14.3% |
| Q2 2021 | $7,234,000 | -50.5% | 48,030 | -55.8% | 0.01% | -54.8% |
| Q1 2021 | $14,615,000 | -9.4% | 108,628 | -10.4% | 0.03% | -16.2% |
| Q4 2020 | $16,129,000 | +61.6% | 121,236 | +47.4% | 0.04% | +37.0% |
| Q3 2020 | $9,983,000 | +23.1% | 82,252 | +8.1% | 0.03% | +8.0% |
| Q2 2020 | $8,111,000 | +40.2% | 76,074 | +10.7% | 0.02% | +13.6% |
| Q1 2020 | $5,787,000 | +203.3% | 68,726 | +247.9% | 0.02% | +214.3% |
| Q4 2019 | $1,908,000 | +954.1% | 19,753 | +851.0% | 0.01% | +600.0% |
| Q3 2019 | $181,000 | +166.2% | 2,077 | +161.3% | 0.00% | – |
| Q2 2019 | $68,000 | -26.1% | 795 | -29.2% | 0.00% | – |
| Q1 2019 | $92,000 | +100.0% | 1,123 | +73.6% | 0.00% | – |
| Q4 2018 | $46,000 | -25.8% | 647 | -10.4% | 0.00% | – |
| Q3 2018 | $62,000 | +21.6% | 722 | +11.6% | 0.00% | – |
| Q2 2018 | $51,000 | +6.2% | 647 | 0.0% | 0.00% | – |
| Q1 2018 | $48,000 | +2.1% | 647 | 0.0% | 0.00% | – |
| Q4 2017 | $47,000 | +6.8% | 647 | 0.0% | 0.00% | – |
| Q3 2017 | $44,000 | -2.2% | 647 | -6.9% | 0.00% | – |
| Q2 2017 | $45,000 | +12.5% | 695 | +7.4% | 0.00% | – |
| Q1 2017 | $40,000 | +122.2% | 647 | +97.9% | 0.00% | – |
| Q4 2016 | $18,000 | -21.7% | 327 | -22.1% | 0.00% | – |
| Q2 2016 | $23,000 | 0.0% | 420 | 0.0% | 0.00% | – |
| Q1 2016 | $23,000 | +4.5% | 420 | +0.2% | 0.00% | -100.0% |
| Q2 2015 | $22,000 | – | 419 | – | 0.00% | – |
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% |