ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $673,622 | -6.3% | 4,379 | -3.4% | 0.00% | – |
Q2 2023 | $719,070 | +18.2% | 4,535 | +3.6% | 0.00% | – |
Q1 2023 | $608,374 | -4.8% | 4,379 | -17.4% | 0.00% | – |
Q4 2022 | $638,809 | +25.3% | 5,300 | +24.2% | 0.00% | – |
Q3 2022 | $510,000 | +25.6% | 4,267 | +31.7% | 0.00% | – |
Q2 2022 | $406,000 | +24.5% | 3,240 | +57.8% | 0.00% | – |
Q1 2022 | $326,000 | -8.4% | 2,053 | 0.0% | 0.00% | – |
Q4 2021 | $356,000 | -0.8% | 2,053 | -12.7% | 0.00% | – |
Q3 2021 | $359,000 | -13.7% | 2,353 | -14.9% | 0.00% | – |
Q2 2021 | $416,000 | -19.2% | 2,764 | -27.8% | 0.00% | – |
Q1 2021 | $515,000 | +33.8% | 3,826 | +32.3% | 0.00% | – |
Q4 2020 | $385,000 | +9.7% | 2,891 | 0.0% | 0.00% | – |
Q3 2020 | $351,000 | +1.4% | 2,891 | -10.9% | 0.00% | – |
Q2 2020 | $346,000 | +31.1% | 3,245 | +3.5% | 0.00% | – |
Q1 2020 | $264,000 | – | 3,135 | – | 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% |