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 | $2,022,628 | -2.3% | 13,148 | +0.7% | 0.00% | – |
| Q2 2023 | $2,069,862 | -42.0% | 13,054 | -49.2% | 0.00% | – |
| Q1 2023 | $3,567,874 | +140.6% | 25,682 | +108.8% | 0.00% | – |
| Q4 2022 | $1,482,665 | -2.9% | 12,301 | -3.8% | 0.00% | – |
| Q3 2022 | $1,527,000 | -0.1% | 12,785 | +4.8% | 0.00% | – |
| Q2 2022 | $1,528,000 | -22.1% | 12,202 | -1.1% | 0.00% | – |
| Q1 2022 | $1,961,000 | -9.7% | 12,340 | -1.5% | 0.00% | – |
| Q4 2021 | $2,172,000 | +47.6% | 12,533 | +29.9% | 0.00% | – |
| Q3 2021 | $1,472,000 | +12.1% | 9,645 | +10.6% | 0.00% | – |
| Q2 2021 | $1,313,000 | +42.4% | 8,720 | +27.2% | 0.00% | – |
| Q1 2021 | $922,000 | -15.3% | 6,858 | -16.1% | 0.00% | – |
| Q4 2020 | $1,088,000 | -8.4% | 8,173 | -16.5% | 0.00% | – |
| Q3 2020 | $1,188,000 | +17.9% | 9,788 | +3.4% | 0.00% | – |
| Q2 2020 | $1,008,000 | +153.3% | 9,462 | +100.0% | 0.00% | – |
| Q1 2020 | $398,000 | -15.9% | 4,730 | -3.6% | 0.00% | – |
| Q4 2019 | $473,000 | +13.2% | 4,905 | +2.2% | 0.00% | – |
| Q3 2019 | $418,000 | +4.0% | 4,799 | +2.3% | 0.00% | – |
| Q2 2019 | $402,000 | +0.8% | 4,689 | -4.1% | 0.00% | – |
| Q1 2019 | $399,000 | +40.0% | 4,892 | +23.3% | 0.00% | – |
| Q4 2018 | $285,000 | -20.4% | 3,967 | -5.3% | 0.00% | – |
| Q3 2018 | $358,000 | +7.5% | 4,191 | -1.7% | 0.00% | – |
| Q2 2018 | $333,000 | +30.1% | 4,262 | +22.6% | 0.00% | – |
| Q1 2018 | $256,000 | -4.1% | 3,476 | -4.4% | 0.00% | – |
| Q4 2017 | $267,000 | +26.5% | 3,635 | +16.1% | 0.00% | – |
| Q3 2017 | $211,000 | +2.9% | 3,132 | -1.5% | 0.00% | – |
| Q2 2017 | $205,000 | – | 3,181 | – | 0.00% | – |
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% |