ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $896,150 | -10.2% | 5,826 | -7.5% | 0.64% | -7.4% |
| Q2 2023 | $998,065 | +11.9% | 6,295 | -1.9% | 0.69% | +7.6% |
| Q1 2023 | $891,643 | +31.8% | 6,418 | +14.4% | 0.64% | +27.0% |
| Q4 2022 | $676,351 | +1.1% | 5,611 | +0.2% | 0.51% | -8.3% |
| Q3 2022 | $669,000 | -4.3% | 5,598 | +0.3% | 0.55% | -13.9% |
| Q2 2022 | $699,000 | -66.7% | 5,583 | -57.7% | 0.64% | +36.0% |
| Q1 2022 | $2,096,000 | +97.2% | 13,192 | +115.2% | 0.47% | +58.9% |
| Q4 2021 | $1,063,000 | – | 6,131 | – | 0.30% | – |
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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% |