ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,799,157 | +0.9% | 310,727 | +4.0% | 11.88% | +7.1% |
| Q2 2023 | $47,360,348 | +29.8% | 298,690 | +13.7% | 11.09% | +23.4% |
| Q1 2023 | $36,483,395 | +17.3% | 262,603 | +1.8% | 8.99% | +7.4% |
| Q4 2022 | $31,099,932 | +5.0% | 258,026 | +4.1% | 8.37% | -6.2% |
| Q3 2022 | $29,631,000 | +3.9% | 247,979 | +8.9% | 8.92% | +6.1% |
| Q2 2022 | $28,527,000 | +35.3% | 227,785 | +71.7% | 8.41% | +63.5% |
| Q1 2022 | $21,080,000 | +34.5% | 132,692 | +47.5% | 5.14% | +35.4% |
| Q4 2021 | $15,675,000 | +20.0% | 89,941 | +5.1% | 3.80% | +13.4% |
| Q3 2021 | $13,067,000 | +3.6% | 85,591 | +2.2% | 3.35% | +3.3% |
| Q2 2021 | $12,615,000 | +0.9% | 83,770 | -9.9% | 3.24% | -7.3% |
| Q1 2021 | $12,505,000 | -2.6% | 92,949 | +0.1% | 3.50% | +0.1% |
| Q4 2020 | $12,841,000 | – | 92,813 | – | 3.50% | – |
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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% |