ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 357 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,777,922 | +14.1% | 135,071 | +17.6% | 0.23% | +12.0% |
Q2 2023 | $18,212,108 | +53.0% | 114,859 | +34.0% | 0.21% | +42.5% |
Q1 2023 | $11,905,428 | +256.7% | 85,694 | +209.4% | 0.15% | +224.4% |
Q4 2022 | $3,337,924 | +42.5% | 27,694 | +41.2% | 0.04% | +25.0% |
Q3 2022 | $2,343,000 | +68.7% | 19,609 | +76.8% | 0.04% | +71.4% |
Q2 2022 | $1,389,000 | +2.1% | 11,088 | +29.4% | 0.02% | +10.5% |
Q1 2022 | $1,361,000 | +1.5% | 8,566 | +10.8% | 0.02% | -5.0% |
Q4 2021 | $1,341,000 | +5.3% | 7,731 | -7.5% | 0.02% | -4.8% |
Q3 2021 | $1,273,000 | +44.8% | 8,358 | +42.9% | 0.02% | +31.2% |
Q2 2021 | $879,000 | +23.8% | 5,850 | +10.8% | 0.02% | +6.7% |
Q1 2021 | $710,000 | +13.4% | 5,278 | +12.2% | 0.02% | 0.0% |
Q4 2020 | $626,000 | -68.1% | 4,705 | -70.9% | 0.02% | -51.6% |
Q3 2020 | $1,964,000 | +441.0% | 16,173 | +374.4% | 0.03% | +210.0% |
Q2 2020 | $363,000 | -31.1% | 3,409 | -45.6% | 0.01% | -37.5% |
Q1 2020 | $527,000 | – | 6,266 | – | 0.02% | – |
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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% |