ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,183,942 | -5.1% | 7,696 | -2.2% | 0.11% | 0.0% |
| Q2 2023 | $1,248,094 | +7.2% | 7,871 | -6.1% | 0.11% | +0.9% |
| Q1 2023 | $1,163,977 | +16.0% | 8,378 | +0.6% | 0.11% | +7.1% |
| Q4 2022 | $1,003,527 | -4.0% | 8,326 | -4.8% | 0.10% | -4.8% |
| Q3 2022 | $1,045,000 | +8.2% | 8,749 | +13.5% | 0.10% | +9.5% |
| Q2 2022 | $966,000 | -20.4% | 7,710 | +0.9% | 0.10% | +25.0% |
| Q1 2022 | $1,213,000 | -8.1% | 7,638 | +0.3% | 0.08% | -6.2% |
| Q4 2021 | $1,320,000 | +102.5% | 7,612 | +78.4% | 0.08% | +80.0% |
| Q3 2021 | $652,000 | +4246.7% | 4,268 | +4168.0% | 0.04% | +4400.0% |
| Q2 2021 | $15,000 | +15.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +37.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -22.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | -86.4% | 100 | -88.9% | 0.00% | -90.0% |
| Q4 2017 | $66,000 | – | 900 | – | 0.01% | – |
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% |