ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,132,593 | -14.0% | 7,362 | -11.3% | 0.24% | -11.3% |
| Q2 2023 | $1,316,465 | +23.7% | 8,302 | +8.4% | 0.27% | +23.1% |
| Q1 2023 | $1,064,072 | +15.5% | 7,660 | +0.2% | 0.22% | +10.8% |
| Q4 2022 | $921,347 | +1.4% | 7,644 | +0.5% | 0.20% | -8.5% |
| Q3 2022 | $909,000 | -24.2% | 7,603 | -3.3% | 0.21% | -4.9% |
| Q3 2021 | $1,200,000 | -11.3% | 7,865 | -12.4% | 0.22% | -12.8% |
| Q2 2021 | $1,353,000 | +62.2% | 8,980 | +44.8% | 0.26% | +78.5% |
| Q1 2021 | $834,000 | – | 6,200 | – | 0.14% | – |
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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% |