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 | $751,266 | -7.6% | 4,884 | -4.8% | 0.01% | -14.3% |
| Q2 2023 | $813,055 | +5.7% | 5,128 | -7.4% | 0.01% | -12.5% |
| Q1 2023 | $769,414 | -14.6% | 5,538 | -25.9% | 0.01% | -20.0% |
| Q4 2022 | $900,743 | -17.0% | 7,473 | -17.7% | 0.01% | -28.6% |
| Q3 2022 | $1,085,000 | -16.0% | 9,081 | -11.9% | 0.01% | -22.2% |
| Q2 2022 | $1,291,000 | -44.7% | 10,305 | -29.9% | 0.02% | -40.0% |
| Q1 2022 | $2,336,000 | -36.8% | 14,705 | -31.0% | 0.03% | -42.3% |
| Q4 2021 | $3,694,000 | -4.7% | 21,309 | -16.1% | 0.05% | -20.0% |
| Q3 2021 | $3,878,000 | – | 25,404 | – | 0.06% | – |
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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% |