ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,391 | -2.8% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,488 | +14.1% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,056 | +15.2% | 22 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $2,652 | -11.6% | 22 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 22 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $4,000 | -73.3% | 22 | -76.8% | 0.00% | -75.0% |
| Q3 2021 | $15,000 | +7.1% | 95 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $14,000 | +7.7% | 95 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $13,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 95 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 95 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $10,000 | +25.0% | 95 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $8,000 | -11.1% | 95 | 0.0% | 0.01% | +37.5% |
| Q4 2019 | $9,000 | +12.5% | 95 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $8,000 | 0.0% | 95 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $8,000 | 0.0% | 95 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $8,000 | +14.3% | 95 | 0.0% | 0.01% | -15.4% |
| Q4 2018 | $7,000 | -30.0% | 95 | -15.2% | 0.01% | +30.0% |
| Q3 2018 | $10,000 | +11.1% | 112 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $9,000 | +12.5% | 112 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $8,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $8,000 | -99.9% | 112 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $7,222,000 | +4.8% | 112 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $6,891,000 | +8.4% | 112 | 0.0% | 0.01% | +28.6% |
| Q4 2016 | $6,358,000 | -5.9% | 112 | -7.4% | 0.01% | -22.2% |
| Q3 2016 | $6,759,000 | +3.8% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $6,513,000 | -2.3% | 121 | -2.4% | 0.01% | 0.0% |
| Q1 2016 | $6,663,000 | +0.4% | 124 | 0.0% | 0.01% | +12.5% |
| Q4 2015 | $6,639,000 | +8.3% | 124 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $6,131,000 | -5.1% | 124 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $6,460,000 | +0.6% | 124 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $6,421,000 | -5.0% | 124 | -7.5% | 0.01% | -11.1% |
| Q4 2014 | $6,758,000 | – | 134 | – | 0.01% | – |
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% |