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 | $690,851 | +0.4% | 4,491 | +3.5% | 0.04% | +2.7% |
| Q2 2023 | $687,991 | +14.1% | 4,339 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $602,818 | +19.6% | 4,339 | +3.8% | 0.04% | +15.2% |
| Q4 2022 | $503,936 | +0.8% | 4,181 | 0.0% | 0.03% | -8.3% |
| Q3 2022 | $500,000 | -4.4% | 4,181 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $523,000 | -21.4% | 4,181 | 0.0% | 0.04% | -12.2% |
| Q1 2022 | $665,000 | -8.1% | 4,181 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $724,000 | +13.5% | 4,181 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $638,000 | +1.3% | 4,181 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $630,000 | +11.9% | 4,181 | 0.0% | 0.04% | +2.5% |
| Q1 2021 | $563,000 | -9.2% | 4,181 | -10.3% | 0.04% | -16.7% |
| Q4 2020 | $620,000 | +45.9% | 4,663 | +33.2% | 0.05% | +29.7% |
| Q3 2020 | $425,000 | -18.6% | 3,500 | -28.6% | 0.04% | -24.5% |
| Q2 2020 | $522,000 | +40.7% | 4,900 | +11.4% | 0.05% | +16.7% |
| Q1 2020 | $371,000 | +1.1% | 4,400 | +15.8% | 0.04% | +27.3% |
| Q4 2019 | $367,000 | +10.9% | 3,800 | 0.0% | 0.03% | +3.1% |
| Q3 2019 | $331,000 | +10.3% | 3,800 | +8.6% | 0.03% | +6.7% |
| Q2 2019 | $300,000 | +4.2% | 3,500 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $288,000 | – | 3,500 | – | 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% |