ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,356,114 | +0.8% | 27,845 | -0.1% | 0.07% | -2.9% |
| Q3 2022 | $3,329,000 | -4.6% | 27,860 | -0.0% | 0.07% | +4.5% |
| Q2 2022 | $3,490,000 | -20.8% | 27,864 | +0.4% | 0.07% | -2.9% |
| Q1 2022 | $4,409,000 | -9.6% | 27,750 | -1.4% | 0.07% | -4.2% |
| Q4 2021 | $4,877,000 | +48670.0% | 28,134 | +28034.0% | 0.07% | – |
| Q4 2019 | $10,000 | -99.9% | 100 | -99.9% | 0.00% | -100.0% |
| Q3 2016 | $8,909,000 | -51.3% | 159,500 | -53.1% | 0.37% | -52.2% |
| Q2 2016 | $18,302,000 | -40.0% | 340,000 | -40.1% | 0.78% | -40.4% |
| Q1 2016 | $30,492,000 | +131.5% | 567,500 | +130.7% | 1.31% | +129.3% |
| Q4 2015 | $13,171,000 | +5.7% | 246,000 | -2.4% | 0.57% | +5.0% |
| Q3 2015 | $12,458,000 | -5.1% | 252,000 | 0.0% | 0.54% | +7.1% |
| Q2 2015 | $13,129,000 | +0.6% | 252,000 | 0.0% | 0.51% | +3.0% |
| Q1 2015 | $13,049,000 | +2.7% | 252,000 | 0.0% | 0.49% | +1.9% |
| Q4 2014 | $12,708,000 | -2.4% | 252,000 | -6.0% | 0.48% | -2.4% |
| Q3 2014 | $13,015,000 | +1.7% | 268,000 | 0.0% | 0.50% | +4.2% |
| Q2 2014 | $12,794,000 | +5.4% | 268,000 | 0.0% | 0.48% | +1.5% |
| Q1 2014 | $12,141,000 | +0.3% | 268,000 | 0.0% | 0.47% | +0.2% |
| Q4 2013 | $12,103,000 | +10.9% | 268,000 | 0.0% | 0.47% | +6.1% |
| Q3 2013 | $10,918,000 | +73.6% | 268,000 | +62.4% | 0.44% | +66.7% |
| Q2 2013 | $6,288,000 | – | 165,000 | – | 0.26% | – |
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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% |