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 | $8,768 | -3.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,038 | +14.1% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,919 | +15.3% | 57 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $6,870 | +0.9% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,811 | -4.6% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,139 | -21.2% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,056 | -8.3% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,881 | +13.5% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,702 | +1.4% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,584 | +11.9% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,669 | +1.1% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,583 | +9.6% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,918 | +13.8% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,077 | +26.6% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,800 | -12.8% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,505 | +10.9% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,962 | – | 57 | – | 0.00% | – |
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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% |