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 | $2,381,439 | +55.8% | 15,481 | +60.6% | 0.90% | +71.5% |
| Q2 2023 | $1,528,825 | +11.4% | 9,642 | -2.4% | 0.52% | +7.2% |
| Q1 2023 | $1,372,672 | -83.4% | 9,880 | -85.6% | 0.49% | -84.6% |
| Q4 2022 | $8,282,537 | -4.5% | 68,717 | -5.3% | 3.18% | -11.5% |
| Q3 2022 | $8,673,000 | -2.9% | 72,581 | +1.7% | 3.59% | -22.6% |
| Q2 2022 | $8,936,000 | -69.9% | 71,352 | -61.8% | 4.64% | -56.5% |
| Q1 2022 | $29,659,000 | +5.7% | 186,686 | +15.3% | 10.67% | +21.5% |
| Q4 2021 | $28,062,000 | +11.3% | 161,883 | -2.0% | 8.78% | +4.0% |
| Q3 2021 | $25,218,000 | -1.0% | 165,177 | -2.3% | 8.44% | -3.2% |
| Q2 2021 | $25,473,000 | -26.2% | 169,144 | -34.1% | 8.72% | -40.3% |
| Q1 2021 | $34,538,000 | -0.6% | 256,711 | -1.7% | 14.60% | -6.3% |
| Q4 2020 | $34,754,000 | – | 261,227 | – | 15.58% | – |
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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% |