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 | $4,668,279 | +6.7% | 30,347 | +10.0% | 2.24% | +10.0% |
| Q2 2023 | $4,376,097 | +52.8% | 27,599 | +33.9% | 2.04% | +36.1% |
| Q1 2023 | $2,863,069 | -57.5% | 20,608 | -63.1% | 1.50% | -61.5% |
| Q4 2022 | $6,733,288 | -17.8% | 55,864 | -18.5% | 3.88% | -23.8% |
| Q3 2022 | $8,188,000 | +7.9% | 68,522 | +13.1% | 5.10% | -2.0% |
| Q2 2022 | $7,590,000 | -3.4% | 60,600 | +22.5% | 5.20% | +11.6% |
| Q1 2022 | $7,858,000 | +87.3% | 49,463 | +104.4% | 4.66% | +98.0% |
| Q4 2021 | $4,196,000 | – | 24,203 | – | 2.35% | – |
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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% |