ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,241,351 | -4.8% | 21,071 | -1.9% | 0.01% | 0.0% |
| Q2 2023 | $3,404,124 | +263.6% | 21,469 | +218.6% | 0.01% | +150.0% |
| Q1 2023 | $936,250 | +197.8% | 6,739 | +158.4% | 0.00% | +100.0% |
| Q4 2022 | $314,342 | +43.5% | 2,608 | +42.1% | 0.00% | – |
| Q3 2022 | $219,000 | -56.0% | 1,835 | -53.8% | 0.00% | -100.0% |
| Q2 2022 | $498,000 | -70.3% | 3,975 | -62.4% | 0.00% | -66.7% |
| Q1 2022 | $1,677,000 | -55.6% | 10,558 | -51.5% | 0.00% | -50.0% |
| Q4 2021 | $3,777,000 | -13.4% | 21,788 | -23.8% | 0.01% | -25.0% |
| Q3 2021 | $4,363,000 | -67.6% | 28,578 | -68.1% | 0.01% | -68.0% |
| Q2 2021 | $13,484,000 | +37.7% | 89,537 | +23.0% | 0.02% | +25.0% |
| Q1 2021 | $9,790,000 | +147.0% | 72,772 | +144.3% | 0.02% | +122.2% |
| Q4 2020 | $3,963,000 | +65950.0% | 29,787 | +39616.0% | 0.01% | – |
| Q1 2020 | $6,000 | -14.3% | 75 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | +16.7% | 75 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2019 | $6,000 | -89.5% | 75 | -90.6% | 0.00% | – |
| Q4 2018 | $57,000 | – | 800 | – | 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% |