ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,107,605 | +9.3% | 58,491 | +10.2% | 0.20% | +19.0% |
| Q2 2023 | $8,332,685 | +18.4% | 53,101 | +5.0% | 0.17% | +22.6% |
| Q1 2023 | $7,036,971 | +17.7% | 50,564 | +2.1% | 0.14% | +13.2% |
| Q4 2022 | $5,979,568 | +7.2% | 49,545 | +4.9% | 0.12% | -6.2% |
| Q3 2022 | $5,579,000 | -3.2% | 47,219 | +7.5% | 0.13% | +0.8% |
| Q2 2022 | $5,761,000 | -8.0% | 43,917 | +5.4% | 0.13% | +4.1% |
| Q1 2022 | $6,261,000 | +0.1% | 41,659 | +10.6% | 0.12% | +13.9% |
| Q4 2021 | $6,252,000 | +41.8% | 37,667 | +32.1% | 0.11% | +36.7% |
| Q3 2021 | $4,410,000 | +47.4% | 28,516 | +48.0% | 0.08% | +46.3% |
| Q2 2021 | $2,991,000 | +1291.2% | 19,266 | +1103.4% | 0.05% | +575.0% |
| Q1 2021 | $215,000 | -54.3% | 1,601 | -67.1% | 0.01% | -66.7% |
| Q4 2019 | $470,000 | +4.9% | 4,865 | -5.4% | 0.02% | 0.0% |
| Q3 2019 | $448,000 | +1.8% | 5,142 | +0.2% | 0.02% | -4.0% |
| Q2 2019 | $440,000 | +12.0% | 5,130 | +7.4% | 0.02% | -3.8% |
| Q1 2019 | $393,000 | – | 4,775 | – | 0.03% | – |
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% |