ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699 | -3.5% | 4,545 | -0.5% | 0.04% | 0.0% |
| Q2 2023 | $724 | -32.0% | 4,568 | -48.3% | 0.04% | -40.7% |
| Q4 2022 | $1,065 | -99.8% | 8,839 | +65.5% | 0.06% | +63.9% |
| Q3 2022 | $638,000 | -37.8% | 5,342 | -9.7% | 0.04% | -18.2% |
| Q4 2021 | $1,026,000 | +28.2% | 5,917 | +12.9% | 0.04% | +15.8% |
| Q3 2021 | $800,000 | +1.4% | 5,241 | +0.1% | 0.04% | +2.7% |
| Q2 2021 | $789,000 | +12.6% | 5,236 | +0.5% | 0.04% | -5.1% |
| Q1 2021 | $701,000 | -0.3% | 5,208 | -1.4% | 0.04% | -37.1% |
| Q4 2020 | $703,000 | +11.8% | 5,284 | +1.9% | 0.06% | +3.3% |
| Q3 2020 | $629,000 | +47.7% | 5,185 | +29.7% | 0.06% | +50.0% |
| Q2 2020 | $426,000 | +2.2% | 3,999 | -7.4% | 0.04% | +8.1% |
| Q4 2019 | $417,000 | – | 4,319 | – | 0.04% | – |
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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% |