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 | $8,163,890 | -6.7% | 53,070 | -3.8% | 0.18% | -11.1% |
| Q2 2023 | $8,751,669 | +81.1% | 55,194 | +58.6% | 0.20% | +53.5% |
| Q1 2023 | $4,833,838 | -10.9% | 34,793 | -22.7% | 0.13% | -5.8% |
| Q4 2022 | $5,425,864 | -6.0% | 45,016 | -6.9% | 0.14% | -14.9% |
| Q3 2022 | $5,775,000 | +2.8% | 48,331 | +7.7% | 0.16% | +13.4% |
| Q2 2022 | $5,618,000 | -2.9% | 44,861 | +23.1% | 0.14% | +10.1% |
| Q1 2022 | $5,788,000 | +46.7% | 36,434 | +60.1% | 0.13% | +48.3% |
| Q4 2021 | $3,945,000 | +14.8% | 22,755 | +1.1% | 0.09% | 0.0% |
| Q3 2021 | $3,436,000 | +2.8% | 22,504 | +1.4% | 0.09% | +4.8% |
| Q2 2021 | $3,343,000 | +20.9% | 22,198 | +8.0% | 0.08% | +7.8% |
| Q1 2021 | $2,765,000 | -4.3% | 20,553 | -5.4% | 0.08% | -10.5% |
| Q4 2020 | $2,889,000 | +9.6% | 21,718 | -0.0% | 0.09% | -1.1% |
| Q3 2020 | $2,637,000 | +16.5% | 21,728 | +2.3% | 0.09% | +7.4% |
| Q2 2020 | $2,264,000 | +105.6% | 21,236 | +62.4% | 0.08% | +62.0% |
| Q1 2020 | $1,101,000 | -31.7% | 13,075 | -21.6% | 0.05% | -20.6% |
| Q4 2019 | $1,611,000 | +12.4% | 16,681 | +1.4% | 0.06% | +1.6% |
| Q3 2019 | $1,433,000 | +0.1% | 16,454 | -1.4% | 0.06% | 0.0% |
| Q2 2019 | $1,432,000 | +11.4% | 16,692 | +6.8% | 0.06% | +6.9% |
| Q1 2019 | $1,285,000 | +163.3% | 15,629 | +129.6% | 0.06% | +132.0% |
| Q4 2018 | $488,000 | -34.5% | 6,807 | -21.9% | 0.02% | -24.2% |
| Q3 2018 | $745,000 | +12.9% | 8,718 | +3.4% | 0.03% | +13.8% |
| Q2 2018 | $660,000 | +6.5% | 8,430 | +0.2% | 0.03% | +11.5% |
| Q1 2018 | $620,000 | -25.7% | 8,409 | -26.2% | 0.03% | -29.7% |
| Q4 2017 | $834,000 | +12.4% | 11,402 | +4.2% | 0.04% | +5.7% |
| Q3 2017 | $742,000 | +43.0% | 10,940 | +35.9% | 0.04% | +29.6% |
| Q2 2017 | $519,000 | +4.2% | 8,048 | -0.5% | 0.03% | -3.6% |
| Q1 2017 | $498,000 | – | 8,086 | – | 0.03% | – |
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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% |