ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,731 | -3.0% | 2,384 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $378,008 | +14.1% | 2,384 | 0.0% | 0.03% | +4.0% |
| Q1 2023 | $331,210 | +15.3% | 2,384 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $287,344 | +0.8% | 2,384 | 0.0% | 0.02% | -20.0% |
| Q3 2022 | $285,000 | -4.7% | 2,384 | 0.0% | 0.03% | -9.1% |
| Q2 2022 | $299,000 | -22.7% | 2,384 | -2.1% | 0.03% | -10.8% |
| Q1 2022 | $387,000 | -6.3% | 2,434 | +2.1% | 0.04% | -2.6% |
| Q4 2021 | $413,000 | +13.5% | 2,384 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $364,000 | +1.4% | 2,384 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $359,000 | +11.8% | 2,384 | 0.0% | 0.04% | +2.6% |
| Q1 2021 | $321,000 | +1.3% | 2,384 | 0.0% | 0.04% | -7.1% |
| Q4 2020 | $317,000 | +9.7% | 2,384 | 0.0% | 0.04% | -6.7% |
| Q3 2020 | $289,000 | – | 2,384 | – | 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% |