ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,862,043 | -0.2% | 226,626 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $34,939,197 | -6.6% | 220,353 | -18.2% | 0.01% | -9.1% |
| Q1 2023 | $37,425,354 | +20.2% | 269,382 | +4.3% | 0.01% | +22.2% |
| Q4 2022 | $31,142,946 | +91.7% | 258,383 | +90.1% | 0.01% | +80.0% |
| Q3 2022 | $16,244,000 | -7.6% | 135,946 | -3.2% | 0.01% | 0.0% |
| Q2 2022 | $17,589,000 | -70.3% | 140,445 | -62.3% | 0.01% | -66.7% |
| Q1 2022 | $59,159,000 | -5.6% | 372,375 | +3.0% | 0.02% | -6.2% |
| Q4 2021 | $62,655,000 | +15.0% | 361,440 | +1.3% | 0.02% | +33.3% |
| Q3 2021 | $54,493,000 | -3.2% | 356,926 | -4.5% | 0.01% | 0.0% |
| Q2 2021 | $56,311,000 | +22.3% | 373,912 | +9.3% | 0.01% | +20.0% |
| Q1 2021 | $46,036,000 | +17.2% | 342,170 | +15.9% | 0.01% | +11.1% |
| Q4 2020 | $39,268,000 | +92.3% | 295,160 | +75.5% | 0.01% | +50.0% |
| Q3 2020 | $20,416,000 | -2.6% | 168,214 | -14.4% | 0.01% | 0.0% |
| Q2 2020 | $20,956,000 | -52.2% | 196,544 | -62.2% | 0.01% | -60.0% |
| Q1 2020 | $43,841,000 | -5.9% | 520,623 | +8.0% | 0.02% | +15.4% |
| Q4 2019 | $46,568,000 | +9.5% | 482,170 | -1.3% | 0.01% | +8.3% |
| Q3 2019 | $42,540,000 | -1.4% | 488,628 | -2.8% | 0.01% | 0.0% |
| Q2 2019 | $43,136,000 | +7.7% | 502,765 | +3.3% | 0.01% | 0.0% |
| Q1 2019 | $40,037,000 | +1.0% | 486,893 | -11.9% | 0.01% | -7.7% |
| Q4 2018 | $39,635,000 | -12.1% | 552,395 | +4.6% | 0.01% | 0.0% |
| Q3 2018 | $45,108,000 | +10.3% | 528,075 | +1.1% | 0.01% | +8.3% |
| Q2 2018 | $40,897,000 | +7.5% | 522,178 | +1.3% | 0.01% | +9.1% |
| Q1 2018 | $38,043,000 | -7.5% | 515,701 | -8.3% | 0.01% | -8.3% |
| Q4 2017 | $41,135,000 | +7.6% | 562,336 | -0.2% | 0.01% | 0.0% |
| Q3 2017 | $38,216,000 | +6.5% | 563,477 | +1.3% | 0.01% | 0.0% |
| Q2 2017 | $35,879,000 | +7.7% | 556,440 | +2.8% | 0.01% | +9.1% |
| Q1 2017 | $33,316,000 | +3.9% | 541,468 | -4.9% | 0.01% | 0.0% |
| Q4 2016 | $32,080,000 | +357.9% | 569,608 | +354.2% | 0.01% | +266.7% |
| Q3 2016 | $7,006,000 | -6.5% | 125,412 | -9.9% | 0.00% | 0.0% |
| Q2 2016 | $7,493,000 | -11.8% | 139,199 | -11.9% | 0.00% | 0.0% |
| Q1 2016 | $8,494,000 | +20.9% | 158,085 | +20.5% | 0.00% | 0.0% |
| Q4 2015 | $7,025,000 | +73.5% | 131,218 | +60.2% | 0.00% | +50.0% |
| Q3 2015 | $4,050,000 | -33.5% | 81,920 | -29.9% | 0.00% | 0.0% |
| Q2 2015 | $6,086,000 | -26.9% | 116,798 | -27.4% | 0.00% | 0.0% |
| Q1 2015 | $8,324,000 | +181.5% | 160,792 | +174.2% | 0.00% | +100.0% |
| Q4 2014 | $2,957,000 | +23.4% | 58,646 | +18.8% | 0.00% | 0.0% |
| Q3 2014 | $2,397,000 | +74.3% | 49,369 | +71.4% | 0.00% | 0.0% |
| Q2 2014 | $1,375,000 | +17.3% | 28,811 | +11.4% | 0.00% | – |
| Q1 2014 | $1,172,000 | -3.4% | 25,865 | -3.7% | 0.00% | -100.0% |
| Q4 2013 | $1,213,000 | +2.4% | 26,854 | -7.6% | 0.00% | 0.0% |
| Q3 2013 | $1,184,000 | +0.5% | 29,056 | -6.0% | 0.00% | 0.0% |
| Q2 2013 | $1,178,000 | – | 30,903 | – | 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% |