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 | $1,224,878 | +0.4% | 7,963 | +3.5% | 0.13% | +3.2% |
| Q2 2023 | $1,220,372 | +298.8% | 7,697 | -36.1% | 0.12% | +629.4% |
| Q1 2023 | $306,026 | -29.0% | 12,038 | +236.8% | 0.02% | -10.5% |
| Q4 2022 | $430,786 | -98.6% | 3,574 | -98.6% | 0.02% | -98.9% |
| Q3 2022 | $30,333,000 | +3.4% | 253,850 | +9.4% | 1.79% | -31.3% |
| Q2 2022 | $29,331,000 | +57.9% | 232,106 | +98.5% | 2.61% | +148.7% |
| Q1 2022 | $18,580,000 | +49.7% | 116,952 | +63.4% | 1.05% | -0.2% |
| Q4 2021 | $12,410,000 | -34.8% | 71,592 | -49.4% | 1.05% | -31.1% |
| Q1 2021 | $19,045,000 | +17.1% | 141,553 | +15.8% | 1.52% | +1.5% |
| Q4 2020 | $16,260,000 | – | 122,221 | – | 1.50% | – |
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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% |