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 | $3,886,596 | +1.9% | 24,128 | +0.7% | 0.80% | +3.6% |
| Q2 2023 | $3,815,857 | +9.4% | 23,955 | -4.6% | 0.77% | -0.4% |
| Q1 2023 | $3,487,965 | +3.1% | 25,106 | -0.5% | 0.78% | +4.3% |
| Q4 2022 | $3,383,139 | -8.3% | 25,234 | -18.3% | 0.74% | -23.5% |
| Q3 2022 | $3,691,000 | -5.8% | 30,891 | -1.3% | 0.97% | -1.1% |
| Q2 2022 | $3,919,000 | -26.1% | 31,295 | -6.3% | 0.98% | -14.4% |
| Q1 2022 | $5,305,000 | -5.9% | 33,390 | -5.4% | 1.15% | -6.8% |
| Q4 2021 | $5,640,000 | +27.7% | 35,284 | +22.0% | 1.23% | +18.5% |
| Q3 2021 | $4,415,000 | +3.4% | 28,916 | +2.0% | 1.04% | -5.5% |
| Q2 2021 | $4,271,000 | +11.5% | 28,357 | -0.4% | 1.10% | +1.2% |
| Q1 2021 | $3,831,000 | -1.5% | 28,478 | -0.2% | 1.09% | -6.6% |
| Q4 2020 | $3,889,000 | -1.0% | 28,538 | -11.8% | 1.16% | -13.7% |
| Q3 2020 | $3,928,000 | +14.5% | 32,367 | +0.6% | 1.35% | +0.7% |
| Q2 2020 | $3,430,000 | – | 32,168 | – | 1.34% | – |
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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% |