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 | $481,200 | +2.2% | 3,129 | +5.4% | 0.21% | +4.5% |
| Q2 2023 | $470,627 | +13.3% | 2,969 | -0.7% | 0.20% | +0.5% |
| Q1 2023 | $415,518 | +18.1% | 2,991 | +2.4% | 0.20% | -7.8% |
| Q4 2022 | $351,892 | +0.8% | 2,920 | -0.1% | 0.22% | -9.2% |
| Q3 2022 | $349,000 | -44.1% | 2,924 | -25.6% | 0.24% | -37.8% |
| Q2 2022 | $624,000 | 0.0% | 3,932 | 0.0% | 0.38% | -9.9% |
| Q1 2022 | $624,000 | +6.7% | 3,932 | +16.4% | 0.43% | +24.9% |
| Q4 2021 | $585,000 | +15.8% | 3,378 | +2.0% | 0.34% | +4.3% |
| Q3 2021 | $505,000 | +0.6% | 3,313 | -0.6% | 0.33% | -8.7% |
| Q2 2021 | $502,000 | +19.2% | 3,333 | +6.3% | 0.36% | -4.8% |
| Q1 2021 | $421,000 | -5.6% | 3,135 | -6.6% | 0.38% | -4.8% |
| Q4 2020 | $446,000 | – | 3,356 | – | 0.40% | – |
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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% |