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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $733,974 | +124.2% | 4,629 | +96.5% | 0.00% | – |
| Q1 2023 | $327,319 | -93.5% | 2,356 | -94.4% | 0.00% | -100.0% |
| Q3 2022 | $5,051,000 | +1556.1% | 42,268 | +1636.6% | 0.00% | – |
| Q2 2022 | $305,000 | -85.9% | 2,434 | -83.0% | 0.00% | – |
| Q2 2021 | $2,159,000 | +12.1% | 14,335 | +0.1% | 0.00% | – |
| Q1 2021 | $1,926,000 | -52.9% | 14,317 | -57.5% | 0.00% | -100.0% |
| Q3 2020 | $4,088,000 | +118.3% | 33,686 | +51.4% | 0.00% | 0.0% |
| Q1 2020 | $1,873,000 | -18.6% | 22,245 | -17.0% | 0.00% | 0.0% |
| Q2 2019 | $2,300,000 | +263.3% | 26,810 | +248.2% | 0.00% | – |
| Q1 2019 | $633,000 | -5.9% | 7,700 | -29.6% | 0.00% | -100.0% |
| Q1 2017 | $673,000 | -48.8% | 10,931 | -53.5% | 0.00% | 0.0% |
| Q3 2016 | $1,314,000 | +260.0% | 23,529 | +224.9% | 0.00% | – |
| Q4 2014 | $365,000 | – | 7,241 | – | 0.00% | – |
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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% |