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 2023 | $10,784,736 | -8.7% | 70,108 | -5.9% | 6.92% | -3.9% |
| Q2 2023 | $11,810,999 | +11.7% | 74,489 | -2.1% | 7.20% | +5.5% |
| Q1 2023 | $10,570,398 | +6.6% | 76,084 | -7.5% | 6.82% | +3.4% |
| Q4 2022 | $9,911,873 | -2.0% | 82,236 | -2.9% | 6.60% | -6.8% |
| Q3 2022 | $10,119,000 | -2.4% | 84,684 | +2.3% | 7.08% | +0.6% |
| Q2 2022 | $10,370,000 | -23.7% | 82,798 | -3.2% | 7.04% | -7.5% |
| Q1 2022 | $13,593,000 | +5.8% | 85,563 | +3.6% | 7.61% | +12.9% |
| Q4 2021 | $12,852,000 | -5.6% | 82,606 | +2.2% | 6.74% | +1.2% |
| Q3 2021 | $13,616,000 | +9.8% | 80,800 | +1.1% | 6.66% | +1.2% |
| Q2 2021 | $12,406,000 | +11.0% | 79,892 | +1.9% | 6.58% | +0.8% |
| Q1 2021 | $11,175,000 | +6.9% | 78,366 | -0.3% | 6.53% | -1.4% |
| Q4 2020 | $10,452,000 | +11.5% | 78,565 | +5.0% | 6.62% | -1.8% |
| Q3 2020 | $9,378,000 | +27.7% | 74,843 | +10.8% | 6.74% | +7.8% |
| Q2 2020 | $7,344,000 | +32.7% | 67,538 | +8.6% | 6.25% | +13.3% |
| Q1 2020 | $5,535,000 | +3.6% | 62,206 | +12.4% | 5.52% | +14.2% |
| Q4 2019 | $5,345,000 | – | 55,346 | – | 4.83% | – |
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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% |