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 | $787,456 | -0.3% | 5,119 | +2.8% | 0.00% | +33.3% |
| Q2 2023 | $789,470 | +8.2% | 4,979 | -5.2% | 0.00% | 0.0% |
| Q1 2023 | $729,938 | +23.0% | 5,254 | +6.7% | 0.00% | 0.0% |
| Q4 2022 | $593,490 | +53.0% | 4,924 | +51.6% | 0.00% | +50.0% |
| Q3 2022 | $388,000 | -4.7% | 3,248 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $407,000 | -33.8% | 3,248 | -16.1% | 0.00% | -33.3% |
| Q1 2022 | $615,000 | -10.9% | 3,873 | -2.7% | 0.00% | 0.0% |
| Q4 2021 | $690,000 | +14.2% | 3,982 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $604,000 | -1.1% | 3,958 | -2.5% | 0.00% | 0.0% |
| Q2 2021 | $611,000 | +37.9% | 4,058 | +23.4% | 0.00% | +50.0% |
| Q1 2021 | $443,000 | -24.1% | 3,289 | -25.1% | 0.00% | -33.3% |
| Q4 2020 | $584,000 | +1568.6% | 4,391 | +997.8% | 0.00% | – |
| Q3 2019 | $35,000 | -81.1% | 400 | -81.5% | 0.00% | -100.0% |
| Q2 2019 | $185,000 | +112.6% | 2,160 | +103.8% | 0.00% | 0.0% |
| Q1 2019 | $87,000 | +14.5% | 1,060 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $76,000 | -16.5% | 1,060 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $91,000 | +8.3% | 1,060 | -1.1% | 0.00% | 0.0% |
| Q2 2018 | $84,000 | +6.3% | 1,072 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $79,000 | +1.3% | 1,072 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $78,000 | +6.8% | 1,072 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $73,000 | +5.8% | 1,072 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $69,000 | +4.5% | 1,072 | 0.0% | 0.00% | – |
| Q1 2017 | $66,000 | +135.7% | 1,072 | +86.4% | 0.00% | – |
| Q3 2015 | $28,000 | – | 575 | – | 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% |