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 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $2 | -50.0% | 15 | -53.1% | 0.00% | – |
| Q1 2023 | $4 | -50.0% | 32 | -53.6% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 69 | -11.5% | 0.00% | – |
| Q3 2022 | $9,000 | -57.1% | 78 | -53.0% | 0.00% | – |
| Q2 2022 | $21,000 | -27.6% | 166 | -8.3% | 0.00% | – |
| Q1 2022 | $29,000 | -75.8% | 181 | -74.0% | 0.00% | -100.0% |
| Q4 2021 | $120,000 | +48.1% | 696 | +4.7% | 0.00% | 0.0% |
| Q3 2021 | $81,000 | -39.1% | 665 | -24.7% | 0.00% | 0.0% |
| Q2 2021 | $133,000 | +54.7% | 883 | +35.2% | 0.00% | 0.0% |
| Q1 2021 | $86,000 | 0.0% | 653 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $86,000 | +6.2% | 653 | -1.8% | 0.00% | 0.0% |
| Q3 2020 | $81,000 | +1.2% | 665 | -11.1% | 0.00% | 0.0% |
| Q2 2020 | $80,000 | +29.0% | 748 | +2.3% | 0.00% | 0.0% |
| Q1 2020 | $62,000 | +3000.0% | 731 | +2945.8% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -95.1% | 24 | -96.7% | 0.00% | -100.0% |
| Q4 2016 | $41,000 | +2.5% | 722 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $40,000 | +2.6% | 722 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $39,000 | -17.0% | 722 | -18.1% | 0.00% | 0.0% |
| Q1 2016 | $47,000 | +11.9% | 882 | +11.2% | 0.00% | 0.0% |
| Q4 2015 | $42,000 | +7.7% | 793 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $39,000 | +56.0% | 793 | +67.7% | 0.00% | 0.0% |
| Q2 2015 | $25,000 | – | 473 | – | 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% |