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 | $3,364,464 | +35.5% | 21,871 | +39.7% | 0.01% | +30.0% |
| Q2 2023 | $2,483,099 | +276.3% | 15,660 | +229.8% | 0.01% | +233.3% |
| Q1 2023 | $659,814 | +16.1% | 4,749 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $568,195 | +11.0% | 4,714 | +10.1% | 0.00% | 0.0% |
| Q3 2022 | $512,000 | -37.7% | 4,281 | -34.8% | 0.00% | -40.0% |
| Q2 2022 | $822,000 | -98.2% | 6,566 | -97.7% | 0.01% | -98.3% |
| Q1 2022 | $44,912,000 | +41103.7% | 282,696 | +44915.3% | 0.29% | +29000.0% |
| Q4 2021 | $109,000 | +678.6% | 628 | +605.6% | 0.00% | – |
| Q3 2021 | $14,000 | +7.7% | 89 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | -7.1% | 89 | -16.8% | 0.00% | – |
| Q1 2021 | $14,000 | +16.7% | 107 | +20.2% | 0.00% | – |
| Q4 2020 | $12,000 | -83.6% | 89 | -85.0% | 0.00% | -100.0% |
| Q3 2020 | $73,000 | +630.0% | 595 | +568.5% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 89 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | -88.2% | 89 | -88.7% | 0.00% | -100.0% |
| Q2 2019 | $68,000 | +4.6% | 789 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $65,000 | +14.0% | 789 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $57,000 | -16.2% | 789 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $68,000 | +9.7% | 789 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $62,000 | +8.8% | 789 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $57,000 | -1.7% | 789 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $58,000 | -48.7% | 789 | -50.0% | 0.00% | -20.0% |
| Q3 2017 | $113,000 | +1783.3% | 1,578 | +1673.0% | 0.01% | +400.0% |
| Q2 2017 | $6,000 | +200.0% | 89 | +128.2% | 0.00% | – |
| Q4 2016 | $2,000 | -60.0% | 39 | -56.2% | 0.00% | -100.0% |
| Q1 2016 | $5,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | +25.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $4,000 | +100.0% | 89 | +128.2% | 0.00% | – |
| Q2 2015 | $2,000 | -99.9% | 39 | 0.0% | 0.00% | – |
| Q1 2015 | $2,019,000 | – | 39 | – | 0.00% | – |
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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% |