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 | $665,315 | -3.0% | 4,325 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $685,772 | +14.1% | 4,325 | 0.0% | 0.02% | +9.5% |
Q1 2023 | $600,872 | +15.3% | 4,325 | 0.0% | 0.02% | +10.5% |
Q4 2022 | $521,292 | +0.8% | 4,325 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $517,000 | -15.8% | 4,325 | -1.1% | 0.02% | -17.4% |
Q2 2022 | $614,000 | -11.7% | 4,375 | 0.0% | 0.02% | +4.5% |
Q1 2022 | $695,000 | -8.3% | 4,375 | 0.0% | 0.02% | -4.3% |
Q4 2021 | $758,000 | +13.5% | 4,375 | 0.0% | 0.02% | +9.5% |
Q3 2021 | $668,000 | +1.4% | 4,375 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $659,000 | -11.3% | 4,375 | -20.8% | 0.02% | -16.0% |
Q1 2021 | $743,000 | +1.1% | 5,525 | 0.0% | 0.02% | -3.8% |
Q4 2020 | $735,000 | +9.5% | 5,525 | 0.0% | 0.03% | -7.1% |
Q3 2020 | $671,000 | +10.4% | 5,525 | -3.1% | 0.03% | +3.7% |
Q2 2020 | $608,000 | – | 5,700 | – | 0.03% | – |
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% |