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 | $9,080,825 | -27.3% | 59,028 | -44.0% | 0.41% | +48.9% |
| Q2 2023 | $12,494,499 | +201.3% | 105,436 | +99.4% | 0.27% | +52.2% |
| Q1 2023 | $4,146,720 | +118276.2% | 52,870 | +18.3% | 0.18% | +91.5% |
| Q4 2022 | $3,503 | -99.9% | 44,681 | +1.9% | 0.09% | +4.4% |
| Q3 2022 | $3,435,000 | -24.9% | 43,855 | -24.8% | 0.09% | -37.5% |
| Q2 2022 | $4,571,000 | -19.0% | 58,355 | -19.1% | 0.14% | +105.7% |
| Q1 2022 | $5,644,000 | +16.3% | 72,091 | +157.5% | 0.07% | -26.3% |
| Q4 2021 | $4,852,000 | +18.3% | 27,994 | +4.1% | 0.10% | +15.9% |
| Q3 2021 | $4,102,000 | +0.7% | 26,889 | -0.5% | 0.08% | -2.4% |
| Q2 2021 | $4,072,000 | +13.7% | 27,029 | +1.5% | 0.08% | +20.0% |
| Q1 2021 | $3,581,000 | +6.9% | 26,640 | +5.6% | 0.07% | -48.5% |
| Q4 2020 | $3,351,000 | +8.7% | 25,217 | -0.8% | 0.14% | -26.1% |
| Q3 2020 | $3,083,000 | +15.8% | 25,433 | +0.1% | 0.18% | -12.8% |
| Q2 2020 | $2,662,000 | +13.9% | 25,409 | -7.4% | 0.21% | -10.6% |
| Q1 2020 | $2,338,000 | -17.1% | 27,437 | -5.5% | 0.24% | +11.3% |
| Q4 2019 | $2,819,000 | +19.6% | 29,049 | +6.5% | 0.21% | +34.2% |
| Q3 2019 | $2,358,000 | +201.1% | 27,271 | +187.1% | 0.16% | +47.7% |
| Q1 2019 | $783,000 | -48.3% | 9,498 | -55.5% | 0.11% | +16.3% |
| Q4 2018 | $1,514,000 | -14.5% | 21,335 | +2.9% | 0.09% | +27.8% |
| Q3 2018 | $1,771,000 | +29.6% | 20,730 | +18.8% | 0.07% | +26.3% |
| Q2 2018 | $1,367,000 | +55.3% | 17,456 | +45.0% | 0.06% | +42.5% |
| Q1 2018 | $880,000 | 0.0% | 12,037 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $880,000 | +76.4% | 12,037 | +63.6% | 0.04% | +100.0% |
| Q3 2017 | $499,000 | +27.6% | 7,356 | +21.3% | 0.02% | +17.6% |
| Q2 2017 | $391,000 | -50.8% | 6,065 | -53.0% | 0.02% | -51.4% |
| Q1 2017 | $794,000 | +11.7% | 12,908 | +2.3% | 0.04% | +2.9% |
| Q4 2016 | $711,000 | +3.9% | 12,616 | +3.0% | 0.03% | -5.6% |
| Q3 2016 | $684,000 | +3.5% | 12,244 | -0.3% | 0.04% | -2.7% |
| Q2 2016 | $661,000 | -15.6% | 12,284 | +29.3% | 0.04% | -65.4% |
| Q1 2016 | $783,000 | +23.9% | 9,498 | -19.5% | 0.11% | +154.8% |
| Q4 2015 | $632,000 | – | 11,804 | – | 0.04% | – |
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% |