Wolf Group Capital Advisors - ISHARES TR ownership

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
Wolf Group Capital Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,871,356
+1.7%
38,167
-0.4%
2.78%
-3.6%
Q2 2023$5,775,893
+10.9%
38,319
+2.2%
2.88%
+11.2%
Q1 2023$5,210,431
+10.7%
37,504
-4.0%
2.59%
+16.7%
Q4 2022$4,708,02239,0612.22%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 67,834$10,434,90420.21%
First Citizens Asset Management, Inc. 257,913$39,674,76516.86%
FIRST CITIZENS BANK & TRUST CO 4,460,656$686,182,71213.36%
SOA Wealth Advisors, LLC. 310,727$47,799,15711.88%
Simplicity Wealth,LLC 111,928$17,217,87710.08%
Kingdom Financial Group LLC. 65,691$10,105,2469.52%
Baystate Wealth Management LLC 680,054$104,612,7088.62%
Intelligence Driven Advisers, LLC 310,732$48,101,3658.54%
Cosner Financial Group, LLC 57,410$8,831,3807.78%
Aspire Capital Advisors LLC 104,405$16,060,6167.31%
View complete list of ISHARES TR shareholders