ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,326,523 | +16.1% | 14,674 | +1.8% | 0.26% | -11.4% |
| Q1 2023 | $2,003,452 | -72.1% | 14,420 | -74.9% | 0.30% | -84.5% |
| Q2 2022 | $7,181,000 | -31.6% | 57,337 | -13.2% | 1.93% | +15.7% |
| Q1 2022 | $10,494,000 | +2924.2% | 66,051 | +2804.6% | 1.67% | +2510.9% |
| Q3 2021 | $347,000 | +8.4% | 2,274 | +7.1% | 0.06% | 0.0% |
| Q2 2021 | $320,000 | -18.8% | 2,123 | -28.2% | 0.06% | -49.6% |
| Q4 2020 | $394,000 | – | 2,958 | – | 0.13% | – |
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% |