ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,695 | -98.2% | 2,039 | -98.1% | 0.01% | -97.9% |
| Q2 2023 | $17,297,916 | +5075.1% | 109,094 | +4434.2% | 0.47% | +5144.4% |
| Q1 2023 | $334,255 | +33.2% | 2,406 | +15.6% | 0.01% | -73.5% |
| Q4 2022 | $250,970 | -1.2% | 2,082 | -2.2% | 0.03% | -8.1% |
| Q3 2022 | $254,000 | -95.8% | 2,128 | -95.5% | 0.04% | -95.2% |
| Q2 2022 | $5,981,000 | +2148.5% | 47,756 | +2749.4% | 0.78% | +2248.5% |
| Q1 2022 | $266,000 | -29.3% | 1,676 | -32.0% | 0.03% | -43.1% |
| Q3 2021 | $376,000 | -44.3% | 2,463 | -45.1% | 0.06% | -56.7% |
| Q2 2021 | $675,000 | -34.7% | 4,484 | -41.6% | 0.13% | -41.0% |
| Q1 2021 | $1,033,000 | -99.4% | 7,678 | -99.4% | 0.23% | -91.2% |
| Q4 2020 | $174,576,000 | +5.2% | 1,312,201 | -4.0% | 2.59% | -15.1% |
| Q3 2020 | $165,945,000 | -3.1% | 1,367,268 | -14.8% | 3.05% | -9.9% |
| Q2 2020 | $171,195,000 | +62.8% | 1,605,662 | +28.6% | 3.39% | +4.6% |
| Q1 2020 | $105,156,000 | -16.4% | 1,248,737 | -4.2% | 3.24% | -15.5% |
| Q4 2019 | $125,841,000 | +21.9% | 1,302,972 | +9.8% | 3.83% | -8.7% |
| Q3 2019 | $103,272,000 | +3.9% | 1,186,214 | +2.4% | 4.20% | -1.3% |
| Q2 2019 | $99,423,000 | +127.4% | 1,158,778 | +117.9% | 4.26% | +62.8% |
| Q1 2019 | $43,722,000 | +4715.2% | 531,699 | +4100.5% | 2.61% | +2134.2% |
| Q4 2018 | $908,000 | -98.8% | 12,658 | -98.6% | 0.12% | -97.3% |
| Q3 2018 | $76,361,000 | +52.5% | 893,954 | +39.9% | 4.36% | +20.9% |
| Q2 2018 | $50,060,000 | +33.4% | 639,172 | +25.7% | 3.61% | +11.3% |
| Q1 2018 | $37,519,000 | +32.8% | 508,606 | +31.7% | 3.24% | +18.2% |
| Q4 2017 | $28,250,000 | +7835.4% | 386,203 | +7263.3% | 2.74% | +1042.9% |
| Q3 2017 | $356,000 | -97.6% | 5,245 | -97.7% | 0.24% | -86.5% |
| Q2 2017 | $15,007,000 | +49.1% | 232,737 | +42.3% | 1.77% | +14.5% |
| Q1 2017 | $10,066,000 | +260.9% | 163,601 | +230.4% | 1.55% | +140.9% |
| Q4 2016 | $2,789,000 | +261.7% | 49,519 | +258.8% | 0.64% | +71.0% |
| Q3 2016 | $771,000 | – | 13,803 | – | 0.38% | – |
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% |