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 | $309,179 | +15.3% | 2,006 | +18.6% | 0.02% | +20.0% |
| Q2 2023 | $268,124 | +14.1% | 1,691 | 0.0% | 0.02% | +11.1% |
| Q1 2023 | $234,930 | -51.7% | 1,691 | -58.1% | 0.02% | -53.8% |
| Q4 2022 | $486,338 | -44.1% | 4,035 | -44.6% | 0.04% | -53.0% |
| Q3 2022 | $870,000 | -4.5% | 7,278 | +0.1% | 0.08% | +7.8% |
| Q2 2022 | $911,000 | +172.8% | 7,273 | +245.7% | 0.08% | +208.0% |
| Q1 2022 | $334,000 | -54.1% | 2,104 | -49.9% | 0.02% | -39.0% |
| Q4 2021 | $728,000 | +7.9% | 4,201 | -5.0% | 0.04% | 0.0% |
| Q3 2021 | $675,000 | +1.7% | 4,420 | +0.2% | 0.04% | -2.4% |
| Q2 2021 | $664,000 | +12.0% | 4,410 | +0.1% | 0.04% | 0.0% |
| Q1 2021 | $593,000 | +1.2% | 4,407 | +0.1% | 0.04% | -4.5% |
| Q4 2020 | $586,000 | +148.3% | 4,404 | +126.4% | 0.04% | +109.5% |
| Q3 2020 | $236,000 | +10.8% | 1,945 | -2.7% | 0.02% | 0.0% |
| Q2 2020 | $213,000 | -91.4% | 1,999 | -93.2% | 0.02% | -92.4% |
| Q1 2020 | $2,491,000 | +337.0% | 29,583 | +401.5% | 0.28% | +391.1% |
| Q4 2019 | $570,000 | +10.9% | 5,899 | 0.0% | 0.06% | -56.2% |
| Q3 2019 | $514,000 | -4.8% | 5,899 | -6.4% | 0.13% | +132.7% |
| Q2 2019 | $540,000 | +5.3% | 6,299 | +0.9% | 0.06% | +3.8% |
| Q1 2019 | $513,000 | +27.3% | 6,245 | +11.2% | 0.05% | +10.4% |
| Q4 2018 | $403,000 | +2.3% | 5,616 | +22.1% | 0.05% | -56.8% |
| Q3 2018 | $394,000 | – | 4,600 | – | 0.11% | – |
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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% |