ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630 | -2.0% | 4,095 | +0.9% | 0.00% | 0.0% |
| Q2 2023 | $643 | +14.2% | 4,058 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $563 | +20.6% | 4,052 | +4.5% | 0.00% | +33.3% |
| Q4 2022 | $467 | -99.9% | 3,877 | +0.2% | 0.00% | -25.0% |
| Q3 2022 | $462,000 | +10.8% | 3,869 | +16.3% | 0.00% | +33.3% |
| Q2 2022 | $417,000 | -27.7% | 3,326 | -8.4% | 0.00% | -25.0% |
| Q1 2022 | $577,000 | -9.4% | 3,631 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $637,000 | +19.3% | 3,673 | +3.5% | 0.00% | 0.0% |
| Q2 2021 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $534,000 | 0.0% | 3,548 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $534,000 | +5.7% | 3,548 | -49.6% | 0.00% | -69.2% |
| Q4 2018 | $505,000 | +132.7% | 7,035 | +176.4% | 0.01% | +116.7% |
| Q3 2018 | $217,000 | +2612.5% | 2,545 | +2278.5% | 0.01% | – |
| Q2 2018 | $8,000 | +33.3% | 107 | +25.9% | 0.00% | – |
| Q1 2018 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2017 | $6,000 | +20.0% | 85 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | +25.0% | 85 | 0.0% | 0.00% | – |
| Q3 2015 | $4,000 | – | 85 | – | 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% |