ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,108 | -2.7% | 2,874 | +0.3% | 0.04% | +2.9% |
| Q2 2023 | $454,433 | +14.1% | 2,866 | 0.0% | 0.03% | +9.7% |
| Q1 2023 | $398,174 | +15.3% | 2,866 | 0.0% | 0.03% | +6.9% |
| Q4 2022 | $345,439 | +5.3% | 2,866 | +4.4% | 0.03% | -6.5% |
| Q3 2022 | $328,000 | -40.3% | 2,745 | -37.4% | 0.03% | -36.7% |
| Q2 2022 | $549,000 | -24.3% | 4,386 | -3.9% | 0.05% | -14.0% |
| Q1 2022 | $725,000 | -8.5% | 4,566 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $792,000 | +30.9% | 4,566 | +15.3% | 0.06% | +18.0% |
| Q3 2021 | $605,000 | +15.2% | 3,960 | +13.6% | 0.05% | +16.3% |
| Q2 2021 | $525,000 | +11.7% | 3,486 | -0.3% | 0.04% | +7.5% |
| Q1 2021 | $470,000 | +3.5% | 3,496 | +2.3% | 0.04% | -32.2% |
| Q4 2020 | $454,000 | – | 3,416 | – | 0.06% | – |
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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% |