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 | $15,576,791 | -2.4% | 101,260 | +0.6% | 3.83% | +0.6% |
| Q2 2023 | $15,965,000 | +10.5% | 100,689 | -3.2% | 3.81% | +6.3% |
| Q1 2023 | $14,448,000 | +10.1% | 103,993 | -4.5% | 3.58% | +4.4% |
| Q4 2022 | $13,125,000 | -2.3% | 108,894 | -3.1% | 3.43% | -9.8% |
| Q3 2022 | $13,434,000 | -8.2% | 112,430 | -3.8% | 3.81% | -4.2% |
| Q2 2022 | $14,636,000 | -14.0% | 116,863 | +9.1% | 3.97% | -4.4% |
| Q1 2022 | $17,018,000 | -18.9% | 107,117 | -11.5% | 4.16% | -20.8% |
| Q4 2021 | $20,991,000 | +1.4% | 121,092 | -10.7% | 5.25% | -8.0% |
| Q3 2021 | $20,707,000 | -4.4% | 135,630 | -5.7% | 5.70% | -5.7% |
| Q2 2021 | $21,670,000 | -20.3% | 143,894 | -28.8% | 6.05% | -29.4% |
| Q1 2021 | $27,201,000 | -14.1% | 202,178 | -15.1% | 8.56% | -21.6% |
| Q4 2020 | $31,670,000 | +2.3% | 238,052 | -6.6% | 10.92% | -9.1% |
| Q3 2020 | $30,943,000 | +0.3% | 254,952 | -11.9% | 12.01% | -11.3% |
| Q2 2020 | $30,844,000 | +20.8% | 289,290 | -4.6% | 13.54% | +0.8% |
| Q1 2020 | $25,531,000 | – | 303,178 | – | 13.43% | – |
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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% |