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 | $117,988 | -54.4% | 767 | -53.0% | 0.00% | -55.6% |
| Q2 2023 | $258,770 | +55074.8% | 1,632 | -51.7% | 0.01% | -40.0% |
| Q1 2023 | $469 | -65.4% | 3,379 | -69.9% | 0.02% | -73.2% |
| Q4 2022 | $1,355 | -99.0% | 11,244 | +937.3% | 0.06% | +2700.0% |
| Q3 2022 | $130,000 | -66.4% | 1,084 | -65.0% | 0.00% | -77.8% |
| Q2 2022 | $387,000 | -70.0% | 3,094 | -58.4% | 0.01% | -59.1% |
| Q4 2021 | $1,290,000 | -39.4% | 7,438 | -46.7% | 0.02% | -59.3% |
| Q3 2021 | $2,130,000 | +101.5% | 13,948 | +98.7% | 0.05% | +92.9% |
| Q2 2021 | $1,057,000 | -20.3% | 7,019 | -28.9% | 0.03% | +27.3% |
| Q1 2021 | $1,327,000 | +487.2% | 9,866 | +479.7% | 0.02% | +214.3% |
| Q4 2020 | $226,000 | -56.9% | 1,702 | -60.5% | 0.01% | +16.7% |
| Q3 2020 | $524,000 | -27.8% | 4,314 | -36.6% | 0.01% | -80.0% |
| Q2 2020 | $726,000 | +937.1% | 6,805 | +721.9% | 0.03% | +650.0% |
| Q1 2020 | $70,000 | -68.6% | 828 | -64.1% | 0.00% | -78.9% |
| Q4 2019 | $223,000 | -57.3% | 2,307 | -61.5% | 0.02% | -47.2% |
| Q3 2019 | $522,000 | -56.8% | 5,995 | -57.4% | 0.04% | -55.6% |
| Q2 2019 | $1,207,000 | -4.1% | 14,063 | -8.1% | 0.08% | +6.6% |
| Q1 2019 | $1,259,000 | +109.8% | 15,306 | +118.1% | 0.08% | +72.7% |
| Q3 2018 | $600,000 | +4900.0% | 7,019 | +4370.7% | 0.04% | +4300.0% |
| Q2 2018 | $12,000 | -97.4% | 157 | -97.5% | 0.00% | -97.5% |
| Q1 2018 | $470,000 | – | 6,373 | – | 0.04% | – |
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% |