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 | $80,970,241 | -71.7% | 526,289 | -70.8% | 0.12% | -76.6% |
| Q2 2023 | $285,842,302 | +17.8% | 1,802,233 | +3.2% | 0.51% | +12.5% |
| Q1 2023 | $242,572,057 | +477.6% | 1,745,669 | +401.0% | 0.46% | +436.5% |
| Q4 2022 | $41,998,709 | +2.6% | 348,443 | +1.7% | 0.08% | -9.6% |
| Q3 2022 | $40,947,000 | +0.1% | 342,682 | +4.9% | 0.09% | +4.4% |
| Q2 2022 | $40,916,000 | -18.8% | 326,633 | -3.0% | 0.09% | -8.2% |
| Q1 2022 | $50,398,000 | -26.5% | 336,759 | -14.8% | 0.10% | -24.6% |
| Q4 2021 | $68,607,000 | +61.6% | 395,273 | +42.3% | 0.13% | +47.7% |
| Q3 2021 | $42,462,000 | +29.8% | 277,692 | +27.8% | 0.09% | +23.9% |
| Q2 2021 | $32,720,000 | +9.7% | 217,233 | -1.9% | 0.07% | -1.4% |
| Q1 2021 | $29,819,000 | -2.6% | 221,505 | -3.7% | 0.07% | -12.2% |
| Q4 2020 | $30,604,000 | -6.5% | 230,027 | -15.0% | 0.08% | -16.3% |
| Q3 2020 | $32,742,000 | -19.6% | 270,467 | -29.2% | 0.10% | -28.5% |
| Q2 2020 | $40,740,000 | +64.8% | 382,124 | +30.2% | 0.14% | +35.6% |
| Q1 2020 | $24,726,000 | – | 293,462 | – | 0.10% | – |
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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% |