ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,246,285 | -50.8% | 53,606 | -49.3% | 0.07% | -49.6% |
| Q2 2023 | $16,765,363 | +20.3% | 105,735 | +5.4% | 0.14% | +15.6% |
| Q1 2023 | $13,940,131 | +211.1% | 100,339 | +169.9% | 0.12% | +190.5% |
| Q4 2022 | $4,480,784 | +28.4% | 37,176 | +27.3% | 0.04% | -40.0% |
| Q3 2022 | $3,490,000 | +15.4% | 29,209 | +21.0% | 0.07% | +45.8% |
| Q2 2022 | $3,024,000 | +13.5% | 24,144 | +44.0% | 0.05% | +26.3% |
| Q1 2022 | $2,664,000 | +48.5% | 16,768 | +62.0% | 0.04% | +46.2% |
| Q4 2021 | $1,794,000 | +9.7% | 10,348 | -3.4% | 0.03% | 0.0% |
| Q3 2021 | $1,636,000 | +2.9% | 10,716 | +1.5% | 0.03% | 0.0% |
| Q2 2021 | $1,590,000 | -16.4% | 10,555 | -25.4% | 0.03% | -29.7% |
| Q1 2021 | $1,903,000 | -17.1% | 14,142 | -18.0% | 0.04% | -17.8% |
| Q4 2020 | $2,296,000 | +17.1% | 17,256 | +6.8% | 0.04% | -72.0% |
| Q3 2020 | $1,961,000 | +30.5% | 16,154 | +14.6% | 0.16% | +15.8% |
| Q2 2020 | $1,503,000 | +217.1% | 14,101 | +150.4% | 0.14% | +139.7% |
| Q1 2020 | $474,000 | – | 5,632 | – | 0.06% | – |
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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% |