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 | $287,228 | -3.3% | 1,867 | -0.4% | 0.12% | +6.8% |
| Q2 2023 | $297,170 | +35.8% | 1,874 | +18.5% | 0.12% | +7.3% |
| Q1 2023 | $218,798 | -5.1% | 1,582 | -17.3% | 0.11% | +2.8% |
| Q4 2022 | $230,552 | +0.7% | 1,913 | -0.4% | 0.11% | -9.4% |
| Q3 2022 | $229,000 | -11.6% | 1,920 | -7.1% | 0.12% | -10.7% |
| Q2 2022 | $259,000 | -19.8% | 2,066 | +1.6% | 0.13% | -9.0% |
| Q1 2022 | $323,000 | -25.4% | 2,034 | -18.5% | 0.14% | -17.2% |
| Q4 2021 | $433,000 | +13.6% | 2,496 | 0.0% | 0.17% | -2.2% |
| Q3 2021 | $381,000 | +1.9% | 2,496 | -0.1% | 0.18% | +4.7% |
| Q2 2021 | $374,000 | +6.6% | 2,498 | -1.1% | 0.17% | -1.7% |
| Q1 2021 | $351,000 | +4.2% | 2,527 | -0.2% | 0.17% | -9.4% |
| Q4 2020 | $337,000 | +8.0% | 2,533 | 0.0% | 0.19% | +2.7% |
| Q3 2020 | $312,000 | – | 2,533 | – | 0.19% | – |
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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% |