ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 301 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,101 | +21.7% | 2,321 | -4.6% | 0.10% | +16.1% |
| Q4 2022 | $293,499 | -14.4% | 2,434 | -15.1% | 0.09% | -22.3% |
| Q3 2022 | $343,000 | +30.9% | 2,868 | +37.2% | 0.11% | +23.1% |
| Q2 2022 | $262,000 | -87.6% | 2,091 | -84.2% | 0.09% | -88.5% |
| Q1 2022 | $2,106,000 | +7.1% | 13,255 | +16.9% | 0.79% | +9.7% |
| Q4 2021 | $1,966,000 | +131.6% | 11,342 | +103.9% | 0.72% | +92.0% |
| Q3 2021 | $849,000 | – | 5,562 | – | 0.38% | – |
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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% |