ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896,723 | -3.4% | 5,829 | -0.4% | 0.06% | -10.6% |
| Q2 2023 | $928,101 | +8.2% | 5,853 | -5.2% | 0.07% | 0.0% |
| Q1 2023 | $857,474 | +30.2% | 6,171 | +12.9% | 0.07% | +20.0% |
| Q4 2022 | $658,723 | -1.7% | 5,465 | -2.6% | 0.06% | -21.4% |
| Q3 2022 | $670,000 | -19.8% | 5,610 | -15.8% | 0.07% | -7.9% |
| Q2 2022 | $835,000 | -20.1% | 6,666 | +1.3% | 0.08% | -10.6% |
| Q1 2022 | $1,045,000 | – | 6,580 | – | 0.08% | – |
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% |