ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $183,194 | -31.4% | 1,533 | -28.1% | 0.01% | -27.3% |
| Q2 2022 | $266,914 | -28.9% | 2,131 | -9.8% | 0.01% | -15.4% |
| Q1 2022 | $375,426 | -7.2% | 2,363 | +1.3% | 0.01% | -7.1% |
| Q4 2021 | $404,444 | +79.0% | 2,333 | +57.6% | 0.01% | +75.0% |
| Q3 2021 | $225,957 | +1.4% | 1,480 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $222,894 | +40.6% | 1,480 | +25.6% | 0.01% | +28.6% |
| Q1 2021 | $158,548 | -11.2% | 1,178 | -12.2% | 0.01% | -22.2% |
| Q4 2020 | $178,599 | +10.0% | 1,342 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $162,436 | +18.4% | 1,338 | +4.0% | 0.01% | 0.0% |
| Q2 2020 | $137,246 | +84.1% | 1,287 | +45.4% | 0.01% | +50.0% |
| Q1 2020 | $74,550 | -12.4% | 885 | +0.5% | 0.01% | 0.0% |
| Q4 2019 | $85,115 | +3.3% | 881 | -6.9% | 0.01% | -14.3% |
| Q3 2019 | $82,373 | -33.4% | 946 | -34.4% | 0.01% | -30.0% |
| Q2 2019 | $123,737 | +99.3% | 1,442 | +91.0% | 0.01% | +66.7% |
| Q1 2019 | $62,084 | +122.4% | 755 | +94.1% | 0.01% | +100.0% |
| Q4 2018 | $27,911 | +3.7% | 389 | +23.5% | 0.00% | 0.0% |
| Q3 2018 | $26,907 | +9.1% | 315 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $24,671 | +6.2% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,238 | -53.9% | 315 | -54.3% | 0.00% | -62.5% |
| Q4 2017 | $50,400 | – | 689 | – | 0.01% | – |
Download | ||||||
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% |