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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,221 | -86.9% | 14 | -87.9% | 0.00% | -100.0% |
| Q2 2021 | $17,000 | -91.9% | 116 | -95.7% | 0.00% | -97.8% |
| Q2 2018 | $209,000 | +6.1% | 2,672 | 0.0% | 0.09% | -9.8% |
| Q1 2018 | $197,000 | -27.6% | 2,672 | -28.2% | 0.10% | -13.6% |
| Q4 2017 | $272,000 | +7.9% | 3,719 | 0.0% | 0.12% | -2.5% |
| Q3 2017 | $252,000 | -48.6% | 3,719 | -51.1% | 0.12% | -48.3% |
| Q2 2017 | $490,000 | -18.9% | 7,601 | -22.6% | 0.23% | -19.3% |
| Q1 2017 | $604,000 | -91.0% | 9,826 | -91.7% | 0.29% | -91.3% |
| Q4 2016 | $6,677,000 | – | 118,549 | – | 3.34% | – |
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% |