ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
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% | – |
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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% |