ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,705 | -3.0% | 3,957 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $627,422 | +11.3% | 3,957 | -2.5% | 0.23% | +5.1% |
| Q1 2023 | $563,639 | +13.6% | 4,057 | -1.4% | 0.22% | +6.4% |
| Q4 2022 | $496,101 | +3.6% | 4,116 | +2.7% | 0.20% | -6.5% |
| Q3 2022 | $479,000 | -4.6% | 4,008 | 0.0% | 0.22% | -4.0% |
| Q2 2022 | $502,000 | -21.2% | 4,008 | 0.0% | 0.23% | -12.4% |
| Q1 2022 | $637,000 | -8.3% | 4,008 | 0.0% | 0.26% | -16.2% |
| Q4 2021 | $695,000 | +16.4% | 4,008 | +2.5% | 0.31% | -30.3% |
| Q3 2021 | $597,000 | +1.4% | 3,910 | 0.0% | 0.44% | +3.0% |
| Q2 2021 | $589,000 | +11.6% | 3,910 | -0.4% | 0.43% | +2.1% |
| Q1 2021 | $528,000 | +3.7% | 3,925 | +2.5% | 0.42% | -9.9% |
| Q4 2020 | $509,000 | – | 3,830 | – | 0.47% | – |
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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% |