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 | $3,251,813 | -1.2% | 21,139 | +1.8% | 1.13% | +2.3% |
| Q2 2023 | $3,292,340 | -22.9% | 20,764 | -32.4% | 1.11% | -23.5% |
| Q1 2023 | $4,270,431 | +5.1% | 30,738 | -8.8% | 1.45% | +3.6% |
| Q4 2022 | $4,063,428 | -8.3% | 33,713 | -9.1% | 1.40% | -15.1% |
| Q3 2022 | $4,432,000 | -6.8% | 37,089 | -2.3% | 1.65% | -0.8% |
| Q2 2022 | $4,753,000 | -33.7% | 37,953 | -15.9% | 1.66% | -20.4% |
| Q1 2022 | $7,166,000 | -21.6% | 45,109 | -14.4% | 2.09% | -23.2% |
| Q4 2021 | $9,140,000 | +11.8% | 52,726 | -1.5% | 2.72% | +3.1% |
| Q3 2021 | $8,176,000 | +2.6% | 53,551 | +1.2% | 2.64% | +1.0% |
| Q2 2021 | $7,969,000 | +14.6% | 52,918 | +2.3% | 2.61% | -8.4% |
| Q1 2021 | $6,956,000 | +4.0% | 51,704 | +2.8% | 2.85% | -2.0% |
| Q4 2020 | $6,688,000 | +11.4% | 50,273 | +1.6% | 2.91% | +0.8% |
| Q3 2020 | $6,004,000 | +9.1% | 49,469 | -4.1% | 2.89% | -0.9% |
| Q2 2020 | $5,502,000 | +21.3% | 51,607 | -4.2% | 2.91% | +7.0% |
| Q1 2020 | $4,537,000 | -18.3% | 53,876 | -6.3% | 2.72% | -2.9% |
| Q4 2019 | $5,554,000 | +13.5% | 57,511 | +2.3% | 2.80% | +6.0% |
| Q3 2019 | $4,895,000 | -3.2% | 56,223 | -4.6% | 2.64% | -7.8% |
| Q2 2019 | $5,057,000 | +3.2% | 58,945 | -1.1% | 2.87% | -2.8% |
| Q1 2019 | $4,900,000 | +33.5% | 59,587 | +16.5% | 2.95% | +16.3% |
| Q4 2018 | $3,671,000 | -22.3% | 51,163 | -7.5% | 2.54% | -12.2% |
| Q3 2018 | $4,724,000 | +9.4% | 55,309 | +0.3% | 2.89% | +2.3% |
| Q2 2018 | $4,320,000 | +12.9% | 55,158 | +6.4% | 2.83% | +12.8% |
| Q1 2018 | $3,825,000 | – | 51,844 | – | 2.50% | – |
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% |