ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 118 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,824,700 | +97.1% | 18,362 | +103.2% | 0.17% | +43.0% |
| Q2 2023 | $1,432,945 | +14.7% | 9,037 | +0.5% | 0.12% | +11.0% |
| Q1 2023 | $1,249,008 | +15.3% | 8,990 | +0.0% | 0.11% | +2.8% |
| Q4 2022 | $1,083,220 | +2.6% | 8,987 | +1.7% | 0.11% | -7.0% |
| Q3 2022 | $1,056,000 | -7.7% | 8,841 | -3.2% | 0.11% | +21.3% |
| Q2 2022 | $1,144,000 | +24.3% | 9,131 | +57.7% | 0.09% | -6.9% |
| Q1 2022 | $920,000 | -40.4% | 5,790 | -35.0% | 0.10% | -38.8% |
| Q4 2021 | $1,544,000 | +14.3% | 8,909 | +0.7% | 0.16% | -1.2% |
| Q3 2021 | $1,351,000 | +6.5% | 8,851 | +5.1% | 0.17% | +3.1% |
| Q2 2021 | $1,269,000 | +8.6% | 8,423 | -3.0% | 0.16% | -4.7% |
| Q1 2021 | $1,168,000 | +27.1% | 8,681 | +25.6% | 0.17% | +16.4% |
| Q4 2020 | $919,000 | -61.5% | 6,909 | -64.9% | 0.15% | -75.0% |
| Q3 2020 | $2,386,000 | +31.2% | 19,660 | +15.2% | 0.58% | -3.8% |
| Q2 2020 | $1,818,000 | +673.6% | 17,060 | +6126.3% | 0.61% | +5980.0% |
| Q2 2019 | $235,000 | – | 274 | – | 0.01% | – |
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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% |