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 | $141 | -18.0% | 915 | -15.6% | 0.02% | -15.8% |
| Q2 2023 | $172 | +12.4% | 1,084 | -1.5% | 0.02% | +5.6% |
| Q1 2023 | $153 | +5000.0% | 1,100 | +5138.1% | 0.02% | – |
| Q4 2022 | $3 | -100.0% | 21 | -99.3% | 0.00% | -100.0% |
| Q2 2022 | $380,000 | -90.9% | 3,031 | -88.5% | 0.05% | -86.1% |
| Q1 2022 | $4,184,000 | +44.3% | 26,333 | +57.5% | 0.37% | +55.9% |
| Q4 2021 | $2,899,000 | -75.4% | 16,722 | -78.3% | 0.24% | -75.7% |
| Q3 2021 | $11,773,000 | +3747.4% | 77,108 | +2093.1% | 0.97% | +1307.2% |
| Q3 2019 | $306,000 | – | 3,516 | – | 0.07% | – |
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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% |