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 | $7,848,099 | +5.1% | 51,018 | +8.3% | 0.00% | 0.0% |
| Q2 2023 | $7,466,432 | +1056.2% | 47,089 | +913.1% | 0.00% | – |
| Q1 2023 | $645,747 | -75.5% | 4,648 | -78.8% | 0.00% | -100.0% |
| Q4 2022 | $2,636,714 | +313.3% | 21,876 | +309.5% | 0.00% | – |
| Q3 2022 | $638,000 | -77.7% | 5,342 | -76.6% | 0.00% | -100.0% |
| Q2 2022 | $2,863,000 | -64.9% | 22,864 | -55.5% | 0.00% | 0.0% |
| Q1 2022 | $8,163,000 | -44.8% | 51,382 | -39.8% | 0.00% | – |
| Q4 2021 | $14,790,000 | +658.9% | 85,320 | +568.5% | 0.00% | – |
| Q3 2021 | $1,949,000 | +38.8% | 12,763 | +36.9% | 0.00% | – |
| Q2 2021 | $1,404,000 | -78.8% | 9,325 | -81.0% | 0.00% | -100.0% |
| Q1 2021 | $6,616,000 | -47.9% | 49,179 | -48.5% | 0.00% | 0.0% |
| Q4 2020 | $12,694,000 | +242.7% | 95,410 | +174.6% | 0.00% | 0.0% |
| Q2 2020 | $3,704,000 | +122.3% | 34,745 | +75.7% | 0.00% | 0.0% |
| Q1 2020 | $1,666,000 | -60.7% | 19,775 | -55.0% | 0.00% | 0.0% |
| Q4 2019 | $4,242,000 | -28.8% | 43,921 | -36.8% | 0.00% | 0.0% |
| Q2 2019 | $5,961,000 | +120.3% | 69,474 | +111.1% | 0.00% | 0.0% |
| Q1 2019 | $2,706,000 | +653.8% | 32,903 | +617.0% | 0.00% | – |
| Q2 2018 | $359,000 | -75.4% | 4,589 | -76.8% | 0.00% | -100.0% |
| Q1 2018 | $1,460,000 | +546.0% | 19,790 | +463.8% | 0.00% | – |
| Q2 2017 | $226,000 | -89.4% | 3,510 | -89.9% | 0.00% | -100.0% |
| Q1 2017 | $2,133,000 | +44.3% | 34,663 | +32.0% | 0.00% | 0.0% |
| Q4 2016 | $1,478,000 | +6.6% | 26,250 | +5.8% | 0.00% | 0.0% |
| Q3 2016 | $1,386,000 | +492.3% | 24,812 | +423.3% | 0.00% | – |
| Q3 2015 | $234,000 | -83.4% | 4,741 | -82.6% | 0.00% | -100.0% |
| Q1 2015 | $1,410,000 | +134.6% | 27,227 | +120.1% | 0.00% | – |
| Q3 2014 | $601,000 | -37.7% | 12,370 | -38.7% | 0.00% | – |
| Q2 2014 | $964,000 | -42.4% | 20,195 | -45.3% | 0.00% | -100.0% |
| Q1 2014 | $1,674,000 | +138.1% | 36,945 | +100.5% | 0.00% | – |
| Q2 2013 | $703,000 | – | 18,429 | – | 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% |