ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,710,155 | +10.4% | 76,124 | +13.8% | 1.09% | +13.3% |
| Q2 2023 | $10,604,334 | +59.2% | 66,879 | +39.5% | 0.96% | +50.9% |
| Q1 2023 | $6,659,471 | +60.9% | 47,934 | +39.6% | 0.64% | +52.0% |
| Q4 2022 | $4,139,000 | +26.0% | 34,340 | +24.9% | 0.42% | +14.2% |
| Q3 2022 | $3,285,000 | +4.9% | 27,496 | +10.0% | 0.37% | +9.9% |
| Q2 2022 | $3,131,000 | -4.1% | 25,003 | +21.6% | 0.33% | +8.4% |
| Q1 2022 | $3,266,000 | +5.5% | 20,555 | +15.1% | 0.31% | +9.6% |
| Q4 2021 | $3,097,000 | +36.0% | 17,863 | +19.8% | 0.28% | +24.9% |
| Q3 2021 | $2,277,000 | +30.4% | 14,915 | +28.7% | 0.22% | +26.4% |
| Q2 2021 | $1,746,000 | +119.3% | 11,592 | +95.9% | 0.18% | +107.0% |
| Q1 2021 | $796,000 | +136.2% | 5,916 | +133.5% | 0.09% | +120.5% |
| Q4 2020 | $337,000 | – | 2,534 | – | 0.04% | – |
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% |