ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,627,309 | -6.4% | 17,079 | -3.6% | 0.01% | -46.7% |
| Q2 2023 | $2,808,346 | +15.1% | 17,712 | +0.9% | 0.02% | +200.0% |
| Q1 2023 | $2,439,333 | +246.2% | 17,558 | +200.3% | 0.01% | +150.0% |
| Q4 2022 | $704,618 | -56.1% | 5,846 | -56.5% | 0.00% | -50.0% |
| Q3 2022 | $1,606,000 | +113.6% | 13,442 | +123.9% | 0.00% | +100.0% |
| Q2 2022 | $752,000 | -10.3% | 6,003 | +13.9% | 0.00% | 0.0% |
| Q1 2022 | $838,000 | -7.1% | 5,272 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $902,000 | +9.3% | 5,202 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $825,000 | +47.8% | 5,402 | +45.9% | 0.00% | +100.0% |
| Q2 2021 | $558,000 | +12.5% | 3,702 | +0.4% | 0.00% | -50.0% |
| Q1 2021 | $496,000 | +1.0% | 3,689 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $491,000 | -1.0% | 3,689 | -9.8% | 0.00% | 0.0% |
| Q3 2020 | $496,000 | +13.8% | 4,089 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $436,000 | +57.4% | 4,089 | +24.3% | 0.00% | 0.0% |
| Q1 2020 | $277,000 | -23.5% | 3,289 | -12.3% | 0.00% | 0.0% |
| Q4 2019 | $362,000 | +54.0% | 3,749 | +38.6% | 0.00% | +100.0% |
| Q3 2019 | $235,000 | -5.2% | 2,705 | -6.5% | 0.00% | 0.0% |
| Q2 2019 | $248,000 | -19.0% | 2,892 | -22.2% | 0.00% | -50.0% |
| Q1 2019 | $306,000 | +14.6% | 3,718 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $267,000 | +8.1% | 3,718 | +28.6% | 0.00% | +100.0% |
| Q3 2018 | $247,000 | +16.5% | 2,892 | +6.9% | 0.00% | 0.0% |
| Q2 2018 | $212,000 | +6.0% | 2,705 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $200,000 | -29.3% | 2,705 | -35.3% | 0.00% | -50.0% |
| Q3 2017 | $283,000 | +5.2% | 4,179 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $269,000 | +4.7% | 4,179 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $257,000 | -9.2% | 4,179 | -17.0% | 0.00% | 0.0% |
| Q4 2016 | $283,000 | – | 5,033 | – | 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% |