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 | $1,662,627 | -75.4% | 10,787 | -74.7% | 0.04% | -70.4% |
| Q2 2023 | $6,764,541 | +19.6% | 42,662 | +4.8% | 0.15% | +0.7% |
| Q1 2023 | $5,657,789 | +329.0% | 40,724 | +272.2% | 0.15% | +308.1% |
| Q4 2022 | $1,318,828 | +3.0% | 10,942 | +2.1% | 0.04% | -5.1% |
| Q3 2022 | $1,281,000 | +364.1% | 10,717 | +575.3% | 0.04% | +387.5% |
| Q4 2021 | $276,000 | +11.7% | 1,587 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $247,000 | -91.7% | 1,615 | -92.7% | 0.01% | -92.5% |
| Q1 2021 | $2,993,000 | -87.5% | 22,243 | +4348.6% | 0.11% | +1666.7% |
| Q2 2014 | $23,870,000 | – | 500 | – | 0.01% | – |
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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% |