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 | $1,564,739 | -3.5% | 10,172 | -0.5% | 0.00% | 0.0% |
| Q2 2023 | $1,620,780 | +234.4% | 10,222 | +193.0% | 0.00% | – |
| Q1 2023 | $484,663 | +16.5% | 3,489 | +1.1% | 0.00% | – |
| Q4 2022 | $416,082 | -3.7% | 3,452 | -4.5% | 0.00% | – |
| Q3 2022 | $432,000 | -50.4% | 3,616 | -48.0% | 0.00% | -100.0% |
| Q2 2022 | $871,000 | +82.2% | 6,960 | +130.8% | 0.00% | – |
| Q1 2022 | $478,000 | -20.3% | 3,015 | -12.9% | 0.00% | – |
| Q4 2021 | $600,000 | +11.5% | 3,463 | -1.6% | 0.00% | – |
| Q3 2021 | $538,000 | -6.9% | 3,521 | -8.4% | 0.00% | -100.0% |
| Q2 2021 | $578,000 | +33.2% | 3,843 | +19.2% | 0.00% | – |
| Q1 2021 | $434,000 | +1.2% | 3,224 | +0.0% | 0.00% | – |
| Q4 2020 | $429,000 | +32.0% | 3,223 | +20.4% | 0.00% | – |
| Q3 2020 | $325,000 | -23.5% | 2,677 | -32.8% | 0.00% | -100.0% |
| Q2 2020 | $425,000 | -67.5% | 3,986 | -74.3% | 0.00% | -50.0% |
| Q1 2020 | $1,306,000 | -17.9% | 15,514 | -5.8% | 0.00% | 0.0% |
| Q4 2019 | $1,590,000 | +9.8% | 16,463 | -1.1% | 0.00% | +100.0% |
| Q3 2019 | $1,448,000 | +7.7% | 16,649 | +6.2% | 0.00% | 0.0% |
| Q2 2019 | $1,344,000 | +5.9% | 15,680 | +1.7% | 0.00% | 0.0% |
| Q1 2019 | $1,269,000 | +15.4% | 15,424 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $1,100,000 | +7.8% | 15,310 | +28.1% | 0.00% | 0.0% |
| Q3 2018 | $1,020,000 | +56.9% | 11,948 | +44.0% | 0.00% | 0.0% |
| Q2 2018 | $650,000 | +117.4% | 8,299 | +105.0% | 0.00% | – |
| Q1 2018 | $299,000 | +6.0% | 4,049 | +5.0% | 0.00% | – |
| Q4 2017 | $282,000 | +11.5% | 3,856 | +3.5% | 0.00% | – |
| Q3 2017 | $253,000 | +18.8% | 3,725 | +12.4% | 0.00% | – |
| Q2 2017 | $213,000 | +1.4% | 3,314 | -2.8% | 0.00% | – |
| Q1 2017 | $210,000 | +32.9% | 3,409 | +21.4% | 0.00% | – |
| Q4 2016 | $158,000 | -14.6% | 2,807 | -15.5% | 0.00% | – |
| Q3 2016 | $185,000 | +6.9% | 3,320 | +3.2% | 0.00% | – |
| Q2 2016 | $173,000 | 0.0% | 3,216 | 0.0% | 0.00% | – |
| Q1 2016 | $173,000 | +0.6% | 3,216 | +0.1% | 0.00% | – |
| Q4 2015 | $172,000 | +17.0% | 3,214 | +8.1% | 0.00% | – |
| Q3 2015 | $147,000 | +194.0% | 2,972 | +210.6% | 0.00% | – |
| Q2 2015 | $50,000 | +85.2% | 957 | +81.6% | 0.00% | – |
| Q1 2015 | $27,000 | +17.4% | 527 | -12.3% | 0.00% | – |
| Q2 2013 | $23,000 | – | 601 | – | 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% |