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 | $1,944,411 | -3.1% | 12,640 | -0.2% | 0.10% | 0.0% |
| Q2 2023 | $2,007,528 | +477.3% | 12,661 | +405.8% | 0.10% | +450.0% |
| Q1 2023 | $347,742 | -45.8% | 2,503 | -38.0% | 0.02% | -40.0% |
| Q1 2022 | $641,000 | -47.1% | 4,034 | -42.3% | 0.03% | -42.3% |
| Q4 2021 | $1,211,000 | +42.5% | 6,986 | +25.5% | 0.05% | +36.8% |
| Q3 2021 | $850,000 | +31.0% | 5,565 | +29.2% | 0.04% | +31.0% |
| Q2 2021 | $649,000 | +45.8% | 4,307 | +30.1% | 0.03% | +38.1% |
| Q1 2021 | $445,000 | +12.4% | 3,311 | +1.4% | 0.02% | -4.5% |
| Q3 2020 | $396,000 | – | 3,265 | – | 0.02% | – |
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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% |