ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,094,662 | -8.3% | 33,119 | -5.5% | 0.67% | -13.8% |
| Q2 2023 | $5,557,969 | +14.1% | 35,053 | 0.0% | 0.77% | +6.3% |
| Q1 2023 | $4,869,870 | +15.3% | 35,053 | -0.0% | 0.73% | +10.3% |
| Q4 2022 | $4,225,368 | +13.9% | 35,057 | +12.9% | 0.66% | +8.0% |
| Q3 2022 | $3,711,000 | -4.6% | 31,056 | 0.0% | 0.61% | -1.9% |
| Q2 2022 | $3,889,000 | -17.5% | 31,056 | +4.7% | 0.62% | -0.3% |
| Q1 2022 | $4,713,000 | -9.7% | 29,666 | -1.4% | 0.62% | -5.3% |
| Q4 2021 | $5,218,000 | +14.3% | 30,102 | +0.7% | 0.66% | +6.6% |
| Q3 2021 | $4,564,000 | -14.7% | 29,892 | -15.8% | 0.62% | -14.6% |
| Q2 2021 | $5,349,000 | +11.6% | 35,519 | -0.3% | 0.72% | +0.6% |
| Q1 2021 | $4,792,000 | -3.8% | 35,621 | -4.8% | 0.72% | -9.5% |
| Q4 2020 | $4,979,000 | +10.2% | 37,422 | +0.5% | 0.80% | -7.9% |
| Q3 2020 | $4,518,000 | +13.8% | 37,225 | 0.0% | 0.86% | +2.6% |
| Q2 2020 | $3,969,000 | +33.4% | 37,225 | +5.4% | 0.84% | +5.2% |
| Q1 2020 | $2,975,000 | +12.2% | 35,329 | +28.7% | 0.80% | +31.3% |
| Q4 2019 | $2,651,000 | – | 27,447 | – | 0.61% | – |
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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% |