ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,163,589 | -2.7% | 670,634 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $106,042,174 | +11.7% | 668,783 | -2.1% | 0.01% | +10.0% |
| Q1 2023 | $94,942,541 | +15.2% | 683,384 | -0.0% | 0.01% | +11.1% |
| Q4 2022 | $82,406,269 | +17.8% | 683,699 | +16.8% | 0.01% | +12.5% |
| Q3 2022 | $69,931,000 | +0.1% | 585,243 | +4.9% | 0.01% | 0.0% |
| Q2 2022 | $69,876,000 | -8.3% | 557,936 | +16.3% | 0.01% | +14.3% |
| Q1 2022 | $76,235,000 | -2.9% | 479,860 | +6.0% | 0.01% | -12.5% |
| Q4 2021 | $78,508,000 | +28.6% | 452,883 | +13.3% | 0.01% | +33.3% |
| Q3 2021 | $61,045,000 | -0.9% | 399,850 | -2.2% | 0.01% | 0.0% |
| Q2 2021 | $61,603,000 | -31.1% | 409,050 | -38.4% | 0.01% | -40.0% |
| Q1 2021 | $89,411,000 | +30.9% | 664,571 | +29.4% | 0.01% | +11.1% |
| Q4 2020 | $68,318,000 | -22.3% | 513,506 | -29.2% | 0.01% | -25.0% |
| Q3 2020 | $87,980,000 | +13.2% | 724,890 | -0.5% | 0.01% | 0.0% |
| Q2 2020 | $77,688,000 | +61.6% | 728,652 | +27.6% | 0.01% | +33.3% |
| Q1 2020 | $48,077,000 | +0.1% | 570,916 | +14.8% | 0.01% | +28.6% |
| Q4 2019 | $48,045,000 | +26.6% | 497,456 | +14.2% | 0.01% | +16.7% |
| Q3 2019 | $37,938,000 | +3.7% | 435,766 | +2.2% | 0.01% | 0.0% |
| Q2 2019 | $36,599,000 | +16.5% | 426,557 | +11.6% | 0.01% | +20.0% |
| Q1 2019 | $31,419,000 | +11.0% | 382,098 | -3.1% | 0.01% | 0.0% |
| Q4 2018 | $28,293,000 | +5.4% | 394,321 | +25.5% | 0.01% | +25.0% |
| Q3 2018 | $26,836,000 | +16.6% | 314,169 | +6.9% | 0.00% | 0.0% |
| Q2 2018 | $23,010,000 | +7.2% | 293,799 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $21,473,000 | +2.5% | 291,081 | +1.7% | 0.00% | 0.0% |
| Q4 2017 | $20,944,000 | +19.1% | 286,319 | +10.5% | 0.00% | +33.3% |
| Q3 2017 | $17,579,000 | +10.1% | 259,200 | +4.7% | 0.00% | 0.0% |
| Q2 2017 | $15,966,000 | +20.5% | 247,615 | +15.0% | 0.00% | 0.0% |
| Q1 2017 | $13,251,000 | -7.7% | 215,344 | -15.5% | 0.00% | 0.0% |
| Q4 2016 | $14,354,000 | -6.8% | 254,868 | -7.5% | 0.00% | 0.0% |
| Q3 2016 | $15,394,000 | -4.9% | 275,584 | -8.4% | 0.00% | -25.0% |
| Q2 2016 | $16,193,000 | -12.1% | 300,810 | -12.2% | 0.00% | 0.0% |
| Q1 2016 | $18,414,000 | +29.5% | 342,708 | +29.1% | 0.00% | +33.3% |
| Q4 2015 | $14,216,000 | +48.4% | 265,522 | +37.1% | 0.00% | +50.0% |
| Q3 2015 | $9,578,000 | +4.6% | 193,727 | +10.2% | 0.00% | -33.3% |
| Q2 2015 | $9,161,000 | +6.4% | 175,849 | +5.8% | 0.00% | 0.0% |
| Q1 2015 | $8,607,000 | -44.1% | 166,216 | -45.6% | 0.00% | -40.0% |
| Q4 2014 | $15,402,000 | +1.6% | 305,424 | -2.2% | 0.01% | 0.0% |
| Q3 2014 | $15,160,000 | -23.6% | 312,192 | -24.9% | 0.01% | -16.7% |
| Q2 2014 | $19,840,000 | +33.0% | 415,583 | +26.2% | 0.01% | 0.0% |
| Q1 2014 | $14,917,000 | +82.5% | 329,299 | +81.9% | 0.01% | +100.0% |
| Q4 2013 | $8,175,000 | +5.0% | 181,043 | -5.3% | 0.00% | 0.0% |
| Q3 2013 | $7,788,000 | +0.2% | 191,173 | -6.3% | 0.00% | 0.0% |
| Q2 2013 | $7,774,000 | – | 203,966 | – | 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% |