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 | $3,434,179 | -7.6% | 22,325 | -4.7% | 0.96% | -5.7% |
| Q2 2023 | $3,715,776 | +9.1% | 23,435 | -4.4% | 1.02% | -0.5% |
| Q1 2023 | $3,404,949 | +2.8% | 24,508 | -10.8% | 1.02% | -4.9% |
| Q4 2022 | $3,313,153 | -14.6% | 27,488 | -15.3% | 1.08% | -22.0% |
| Q3 2022 | $3,878,000 | -10.7% | 32,456 | -6.4% | 1.38% | -5.7% |
| Q2 2022 | $4,344,000 | -49.2% | 34,688 | -35.5% | 1.46% | -42.4% |
| Q1 2022 | $8,544,000 | -16.6% | 53,781 | -9.0% | 2.54% | -17.4% |
| Q4 2021 | $10,240,000 | +2.5% | 59,072 | -9.7% | 3.08% | -2.5% |
| Q3 2021 | $9,986,000 | -8.0% | 65,407 | -9.3% | 3.16% | -12.5% |
| Q2 2021 | $10,859,000 | +2.4% | 72,107 | -8.6% | 3.61% | -5.6% |
| Q1 2021 | $10,609,000 | -2.7% | 78,852 | -3.8% | 3.83% | -9.4% |
| Q4 2020 | $10,902,000 | -2.4% | 81,948 | -11.0% | 4.22% | -12.6% |
| Q3 2020 | $11,171,000 | +6.8% | 92,039 | -6.2% | 4.83% | +8.2% |
| Q2 2020 | $10,459,000 | +31.3% | 98,092 | +3.7% | 4.47% | +11.2% |
| Q1 2020 | $7,963,000 | -15.7% | 94,559 | -3.3% | 4.02% | +0.5% |
| Q4 2019 | $9,449,000 | +12.3% | 97,834 | +1.2% | 4.00% | +3.8% |
| Q3 2019 | $8,416,000 | +3.4% | 96,669 | +1.9% | 3.85% | -2.3% |
| Q2 2019 | $8,136,000 | +10.6% | 94,823 | +6.0% | 3.94% | +3.1% |
| Q1 2019 | $7,357,000 | +28.1% | 89,474 | +11.8% | 3.82% | +14.3% |
| Q4 2018 | $5,743,000 | – | 80,036 | – | 3.34% | – |
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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% |