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 | $1,082,773 | -3.0% | 7,039 | 0.0% | 0.50% | +1.0% |
| Q2 2023 | $1,116,067 | +93.0% | 7,039 | +69.1% | 0.49% | +68.5% |
| Q1 2023 | $578,216 | -36.3% | 4,162 | -44.8% | 0.29% | -33.9% |
| Q4 2022 | $908,107 | +0.3% | 7,534 | +0.2% | 0.44% | -2.2% |
| Q3 2022 | $905,000 | -16.5% | 7,519 | -2.7% | 0.45% | -17.8% |
| Q2 2022 | $1,084,000 | -4.2% | 7,729 | -4.9% | 0.55% | -10.6% |
| Q1 2022 | $1,131,000 | -20.7% | 8,131 | -1.1% | 0.62% | -19.7% |
| Q4 2021 | $1,426,000 | +4.1% | 8,224 | -0.1% | 0.77% | +0.4% |
| Q3 2021 | $1,370,000 | +5.6% | 8,232 | -0.8% | 0.76% | -0.8% |
| Q2 2021 | $1,297,000 | -0.6% | 8,295 | -8.9% | 0.77% | -13.8% |
| Q1 2021 | $1,305,000 | -11.3% | 9,109 | -13.7% | 0.89% | -14.4% |
| Q4 2020 | $1,472,000 | – | 10,551 | – | 1.04% | – |
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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% |