ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $345,858 | +14.2% | 2,181 | +0.0% | 0.15% | +3.5% |
Q1 2023 | $302,921 | +15.3% | 2,180 | +0.0% | 0.14% | +7.5% |
Q4 2022 | $262,669 | +1.0% | 2,179 | +0.0% | 0.13% | -7.6% |
Q3 2022 | $260,000 | +7.9% | 2,178 | +13.1% | 0.14% | +16.0% |
Q2 2022 | $241,000 | -21.2% | 1,926 | 0.0% | 0.12% | -12.6% |
Q1 2022 | $306,000 | -8.4% | 1,926 | 0.0% | 0.14% | -7.7% |
Q4 2021 | $334,000 | +13.6% | 1,926 | +0.1% | 0.16% | +4.0% |
Q3 2021 | $294,000 | +20.5% | 1,925 | +18.7% | 0.15% | +8.8% |
Q2 2021 | $244,000 | +18.4% | 1,622 | +5.8% | 0.14% | +7.0% |
Q1 2021 | $206,000 | +1.0% | 1,533 | 0.0% | 0.13% | -11.1% |
Q4 2020 | $204,000 | – | 1,533 | – | 0.14% | – |
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% |