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 | $219,515 | -6.6% | 1,427 | -3.8% | 0.07% | +1.4% |
| Q2 2023 | $235,144 | -2.7% | 1,483 | -14.7% | 0.07% | -6.8% |
| Q1 2023 | $241,599 | +6.0% | 1,739 | -8.0% | 0.07% | +1.4% |
| Q4 2022 | $227,922 | -35.2% | 1,891 | -35.7% | 0.07% | -41.6% |
| Q3 2022 | $352,000 | -16.4% | 2,943 | -12.4% | 0.12% | -15.5% |
| Q2 2022 | $421,000 | -98.0% | 3,359 | -97.5% | 0.15% | -97.7% |
| Q1 2022 | $21,324,000 | -8.1% | 134,226 | +0.3% | 6.52% | -7.5% |
| Q4 2021 | $23,199,000 | – | 133,826 | – | 7.05% | – |
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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% |