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 | $2,262,293 | +23.9% | 14,706 | +27.7% | 1.30% | +31.6% |
Q2 2023 | $1,826,185 | +15.5% | 11,517 | +1.2% | 0.99% | +3.6% |
Q1 2023 | $1,580,751 | +20.9% | 11,378 | +4.9% | 0.95% | +15.4% |
Q4 2022 | $1,307,528 | +4.4% | 10,848 | +3.5% | 0.83% | -10.1% |
Q3 2022 | $1,253,000 | -3.9% | 10,485 | +0.7% | 0.92% | 0.0% |
Q2 2022 | $1,304,000 | -10.2% | 10,413 | +13.9% | 0.92% | +4.4% |
Q1 2022 | $1,452,000 | +0.1% | 9,141 | +9.2% | 0.88% | +1.0% |
Q4 2021 | $1,451,000 | +16.9% | 8,369 | +3.0% | 0.87% | +7.9% |
Q3 2021 | $1,241,000 | +3.3% | 8,128 | +2.0% | 0.81% | +3.6% |
Q2 2021 | $1,201,000 | -1.6% | 7,972 | -12.2% | 0.78% | -4.9% |
Q1 2021 | $1,221,000 | +31.3% | 9,075 | +29.8% | 0.82% | +17.3% |
Q4 2020 | $930,000 | – | 6,992 | – | 0.70% | – |
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% |