ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,983 | +62.0% | 1,534,050 | +67.0% | 0.49% | +65.2% |
| Q2 2023 | $145,648 | +16.2% | 918,565 | +1.8% | 0.30% | +12.5% |
| Q1 2023 | $125,309 | +26.1% | 901,963 | +9.4% | 0.26% | +10.0% |
| Q4 2022 | $99,412 | -99.9% | 824,790 | +25.8% | 0.24% | +18.3% |
| Q3 2022 | $78,353,000 | +36.5% | 655,728 | +43.1% | 0.20% | +34.7% |
| Q2 2022 | $57,398,000 | -25.9% | 458,306 | -6.0% | 0.15% | -15.3% |
| Q1 2022 | $77,421,000 | +21.0% | 487,324 | +32.0% | 0.18% | +22.9% |
| Q4 2021 | $64,010,000 | +14.0% | 369,254 | +0.4% | 0.14% | +2.1% |
| Q3 2021 | $56,135,000 | -4.1% | 367,693 | -5.4% | 0.14% | -5.4% |
| Q2 2021 | $58,535,000 | +5.7% | 388,679 | -5.6% | 0.15% | -5.1% |
| Q1 2021 | $55,392,000 | +3.8% | 411,720 | +2.6% | 0.16% | -2.5% |
| Q4 2020 | $53,385,000 | +8.1% | 401,277 | -1.4% | 0.16% | -4.7% |
| Q3 2020 | $49,386,000 | +33.1% | 406,907 | +16.9% | 0.17% | +20.7% |
| Q2 2020 | $37,108,000 | +55.6% | 348,042 | +22.9% | 0.14% | +26.1% |
| Q1 2020 | $23,847,000 | -6.3% | 283,190 | +7.5% | 0.11% | +14.4% |
| Q4 2019 | $25,451,000 | +9.1% | 263,529 | -1.6% | 0.10% | -2.0% |
| Q3 2019 | $23,321,000 | -6.4% | 267,876 | -7.8% | 0.10% | -10.0% |
| Q2 2019 | $24,925,000 | +4.7% | 290,511 | +0.3% | 0.11% | 0.0% |
| Q1 2019 | $23,808,000 | +16.3% | 289,530 | +1.5% | 0.11% | +0.9% |
| Q4 2018 | $20,466,000 | -24.1% | 285,240 | -9.6% | 0.11% | -15.5% |
| Q3 2018 | $26,955,000 | +10.9% | 315,559 | +1.7% | 0.13% | +1.6% |
| Q2 2018 | $24,313,000 | +44.5% | 310,431 | +36.1% | 0.13% | +39.6% |
| Q1 2018 | $16,827,000 | +11.6% | 228,109 | +10.6% | 0.09% | +11.0% |
| Q4 2017 | $15,083,000 | – | 206,190 | – | 0.08% | – |
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% |