ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $941,000 | -4.7% | 7,879 | +0.0% | 0.17% | +11.8% |
| Q2 2022 | $987,000 | +24.2% | 7,878 | +57.5% | 0.15% | +52.0% |
| Q1 2022 | $795,000 | -9.2% | 5,002 | -1.1% | 0.10% | -6.5% |
| Q4 2021 | $876,000 | +15.3% | 5,056 | +1.5% | 0.11% | +33.8% |
| Q3 2021 | $760,000 | +1.3% | 4,980 | 0.0% | 0.08% | -4.8% |
| Q2 2021 | $750,000 | +19.8% | 4,980 | +7.0% | 0.08% | 0.0% |
| Q1 2021 | $626,000 | -50.0% | 4,654 | -50.6% | 0.08% | -56.5% |
| Q4 2020 | $1,252,000 | +29.1% | 9,414 | +17.8% | 0.19% | +3.2% |
| Q3 2020 | $970,000 | +34.2% | 7,994 | +17.8% | 0.19% | +26.4% |
| Q2 2020 | $723,000 | +88.8% | 6,784 | +49.0% | 0.15% | +60.9% |
| Q1 2020 | $383,000 | – | 4,553 | – | 0.09% | – |
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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% |