ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,163 | +34.6% | 2,835 | +38.7% | 0.02% | +23.5% |
| Q2 2023 | $324,048 | -9.5% | 2,044 | -20.7% | 0.02% | -19.0% |
| Q1 2023 | $358,046 | +5.0% | 2,577 | -8.9% | 0.02% | -8.7% |
| Q4 2022 | $340,894 | -9.6% | 2,828 | -10.4% | 0.02% | -20.7% |
| Q3 2022 | $377,000 | +0.8% | 3,157 | +5.8% | 0.03% | 0.0% |
| Q2 2022 | $374,000 | -38.1% | 2,985 | -21.5% | 0.03% | -31.0% |
| Q1 2022 | $604,000 | -16.3% | 3,804 | -8.6% | 0.04% | -19.2% |
| Q4 2021 | $722,000 | +11.8% | 4,164 | -1.6% | 0.05% | +6.1% |
| Q3 2021 | $646,000 | -0.6% | 4,232 | -1.9% | 0.05% | -3.9% |
| Q2 2021 | $650,000 | +22.9% | 4,314 | +9.7% | 0.05% | +4.1% |
| Q1 2021 | $529,000 | +12.1% | 3,932 | +10.8% | 0.05% | +11.4% |
| Q4 2020 | $472,000 | +118.5% | 3,548 | +99.4% | 0.04% | +76.0% |
| Q3 2020 | $216,000 | -3.1% | 1,779 | -31.8% | 0.02% | -45.7% |
| Q3 2018 | $223,000 | +10.4% | 2,610 | +1.4% | 0.05% | 0.0% |
| Q2 2018 | $202,000 | -7.8% | 2,575 | -13.9% | 0.05% | -36.1% |
| Q4 2017 | $219,000 | – | 2,990 | – | 0.07% | – |
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% |