ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243 | -0.8% | 1,580 | +2.2% | 0.06% | +1.8% |
| Q2 2023 | $245 | +19.5% | 1,546 | +5.0% | 0.06% | +14.0% |
| Q1 2023 | $205 | +15.8% | 1,472 | +0.1% | 0.05% | +6.4% |
| Q4 2022 | $177 | -99.9% | 1,470 | -48.8% | 0.05% | -54.4% |
| Q3 2022 | $343,000 | -3.1% | 2,873 | +1.6% | 0.10% | -1.0% |
| Q2 2022 | $354,000 | -22.5% | 2,828 | -1.8% | 0.10% | -21.8% |
| Q1 2022 | $457,000 | -5.4% | 2,880 | +3.3% | 0.13% | -14.7% |
| Q4 2021 | $483,000 | – | 2,787 | – | 0.16% | – |
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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% |