ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,847,652 | -1.5% | 12,011 | +1.5% | 1.14% | +0.1% |
| Q2 2023 | $1,876,082 | +55.0% | 11,832 | +35.8% | 1.14% | +32.9% |
| Q1 2023 | $1,210,636 | +15.6% | 8,714 | +0.3% | 0.86% | -6.2% |
| Q4 2022 | $1,047,045 | -1.5% | 8,687 | -2.4% | 0.91% | +8.0% |
| Q3 2022 | $1,063,000 | +13.2% | 8,897 | +18.6% | 0.84% | +6.4% |
| Q2 2022 | $939,000 | -21.9% | 7,500 | -0.9% | 0.79% | +6.0% |
| Q1 2022 | $1,202,000 | +23.4% | 7,569 | +34.8% | 0.75% | +43.2% |
| Q4 2021 | $974,000 | +15.1% | 5,616 | +1.3% | 0.52% | +10.1% |
| Q3 2021 | $846,000 | +0.5% | 5,544 | -0.9% | 0.48% | +2.4% |
| Q2 2021 | $842,000 | +11.8% | 5,593 | -0.1% | 0.46% | -3.9% |
| Q1 2021 | $753,000 | +0.7% | 5,598 | -0.4% | 0.48% | +0.8% |
| Q4 2020 | $748,000 | – | 5,619 | – | 0.48% | – |
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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% |