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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,618,000 | -5.5% | 30,279 | -0.9% | 5.99% | +9.1% |
| Q2 2022 | $3,827,000 | -21.1% | 30,561 | +0.0% | 5.49% | -4.0% |
| Q1 2022 | $4,853,000 | +0.7% | 30,546 | +9.9% | 5.71% | +4.0% |
| Q4 2021 | $4,818,000 | +11.9% | 27,791 | -1.4% | 5.50% | +14.0% |
| Q3 2021 | $4,304,000 | +2.0% | 28,192 | +0.6% | 4.82% | +0.4% |
| Q2 2021 | $4,220,000 | +15.2% | 28,023 | +2.9% | 4.80% | +2.8% |
| Q1 2021 | $3,663,000 | +1.8% | 27,223 | +0.7% | 4.67% | +1.2% |
| Q4 2020 | $3,598,000 | +10.2% | 27,043 | +0.5% | 4.62% | +23.7% |
| Q3 2020 | $3,265,000 | +8.8% | 26,898 | -4.4% | 3.73% | +4.5% |
| Q2 2020 | $3,001,000 | +24.9% | 28,146 | -1.3% | 3.57% | -7.1% |
| Q1 2020 | $2,402,000 | -19.9% | 28,519 | -8.1% | 3.85% | +13.3% |
| Q4 2019 | $2,997,000 | – | 31,027 | – | 3.39% | – |
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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% |