ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,067,165 | +24.2% | 104,448 | +28.0% | 0.18% | +21.2% |
| Q2 2023 | $12,940,983 | -0.6% | 81,615 | -12.9% | 0.15% | -10.4% |
| Q1 2023 | $13,020,946 | -29.8% | 93,734 | -39.3% | 0.16% | -67.4% |
| Q4 2022 | $18,538,413 | +502.1% | 154,322 | +499.0% | 0.50% | +880.4% |
| Q3 2022 | $3,079,000 | +86.4% | 25,762 | +95.3% | 0.05% | +88.9% |
| Q2 2022 | $1,652,000 | -32.2% | 13,191 | -14.0% | 0.03% | -30.8% |
| Q1 2022 | $2,435,000 | -40.8% | 15,330 | -35.4% | 0.04% | -37.1% |
| Q4 2021 | $4,116,000 | +386.0% | 23,742 | +328.1% | 0.06% | +195.2% |
| Q3 2021 | $847,000 | – | 5,546 | – | 0.02% | – |
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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% |