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 | $461,490 | -6.1% | 3,000 | -3.2% | 0.03% | 0.0% |
| Q2 2023 | $491,536 | +82234.3% | 3,100 | -27.9% | 0.03% | -19.0% |
| Q1 2023 | $597 | -17.4% | 4,300 | -28.3% | 0.04% | -16.0% |
| Q4 2022 | $723 | -99.9% | 6,000 | +5.3% | 0.05% | -3.8% |
| Q3 2022 | $681,000 | -17.7% | 5,700 | -13.6% | 0.05% | -13.3% |
| Q2 2022 | $827,000 | -19.9% | 6,600 | +1.5% | 0.06% | -9.1% |
| Q1 2022 | $1,033,000 | -11.0% | 6,500 | -3.0% | 0.07% | -7.0% |
| Q4 2021 | $1,161,000 | +31.2% | 6,700 | +15.5% | 0.07% | +22.4% |
| Q3 2021 | $885,000 | +17.5% | 5,800 | +16.0% | 0.06% | +20.8% |
| Q2 2021 | $753,000 | +16.6% | 5,000 | +4.2% | 0.05% | +9.1% |
| Q1 2021 | $646,000 | – | 4,800 | – | 0.04% | – |
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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% |