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 | $11,450,490 | +1.7% | 74,436 | +4.8% | 0.36% | -6.7% |
| Q2 2023 | $11,260,773 | +19.8% | 71,019 | +5.0% | 0.39% | +3.2% |
| Q1 2023 | $9,397,524 | +91.2% | 67,642 | +65.9% | 0.37% | +50.2% |
| Q4 2022 | $4,915,515 | +37.9% | 40,783 | +36.7% | 0.25% | +20.9% |
| Q3 2022 | $3,565,000 | +18.9% | 29,838 | +24.6% | 0.21% | +20.5% |
| Q2 2022 | $2,999,000 | +49.2% | 23,946 | +89.3% | 0.17% | +71.0% |
| Q1 2022 | $2,010,000 | -13.2% | 12,653 | -5.3% | 0.10% | -9.9% |
| Q4 2021 | $2,315,000 | +486.1% | 13,355 | +415.6% | 0.11% | +404.5% |
| Q3 2021 | $395,000 | – | 2,590 | – | 0.02% | – |
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% |