ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,565 | -38.0% | 7,863 | -36.1% | 0.05% | -36.1% |
| Q2 2023 | $1,951,081 | +142.2% | 12,305 | +112.2% | 0.07% | +132.3% |
| Q1 2023 | $805,516 | +1491596.3% | 5,798 | +1200.0% | 0.03% | +933.3% |
| Q4 2022 | $54 | -99.9% | 446 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -5.4% | 446 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $56,000 | -21.1% | 446 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $71,000 | -26.8% | 446 | -20.6% | 0.00% | 0.0% |
| Q4 2021 | $97,000 | +42.6% | 562 | +26.0% | 0.00% | 0.0% |
| Q3 2021 | $68,000 | +1.5% | 446 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | -10.7% | 446 | -20.6% | 0.00% | 0.0% |
| Q1 2021 | $75,000 | – | 562 | – | 0.00% | – |
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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% |