ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $5,140 | +113.2% | 37 | +85.0% | 0.00% | – |
Q4 2022 | $2,411 | +20.6% | 20 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | -33.3% | 20 | -13.0% | 0.00% | – |
Q2 2022 | $3,000 | +200.0% | 23 | +155.6% | 0.00% | – |
Q1 2021 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q3 2019 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q2 2019 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q1 2019 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q4 2018 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q3 2018 | $1,000 | 0.0% | 9 | -62.5% | 0.00% | – |
Q2 2016 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
Q1 2016 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
Q4 2015 | $1,000 | – | 24 | – | 0.00% | – |
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% |