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 | $487,197 | -2.8% | 3,161 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $501,209 | +14.1% | 3,161 | 0.0% | 0.03% | +6.9% |
| Q1 2023 | $439,158 | +15.3% | 3,161 | 0.0% | 0.03% | +11.5% |
| Q4 2022 | $380,995 | +0.8% | 3,161 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $378,000 | -4.5% | 3,161 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $396,000 | -21.1% | 3,161 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $502,000 | -8.4% | 3,161 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $548,000 | +12.1% | 3,161 | -1.2% | 0.03% | +3.8% |
| Q3 2021 | $489,000 | -9.8% | 3,201 | -11.1% | 0.03% | -10.3% |
| Q2 2021 | $542,000 | +12.0% | 3,601 | 0.0% | 0.03% | +7.4% |
| Q1 2021 | $484,000 | -24.3% | 3,601 | -25.0% | 0.03% | -30.8% |
| Q4 2020 | $639,000 | +9.6% | 4,801 | 0.0% | 0.04% | -17.0% |
| Q3 2020 | $583,000 | +13.9% | 4,801 | 0.0% | 0.05% | +4.4% |
| Q2 2020 | $512,000 | +69.0% | 4,801 | +33.3% | 0.04% | +50.0% |
| Q1 2020 | $303,000 | -28.7% | 3,601 | -18.2% | 0.03% | -11.8% |
| Q4 2019 | $425,000 | +11.0% | 4,401 | 0.0% | 0.03% | +3.0% |
| Q3 2019 | $383,000 | +10.4% | 4,401 | +8.7% | 0.03% | +6.5% |
| Q2 2019 | $347,000 | -3.1% | 4,050 | -6.9% | 0.03% | -6.1% |
| Q1 2019 | $358,000 | +14.7% | 4,350 | 0.0% | 0.03% | -2.9% |
| Q4 2018 | $312,000 | -33.0% | 4,350 | -20.2% | 0.03% | -17.1% |
| Q3 2018 | $466,000 | +22.6% | 5,450 | +12.4% | 0.04% | +5.1% |
| Q2 2018 | $380,000 | +6.1% | 4,850 | 0.0% | 0.04% | +5.4% |
| Q1 2018 | $358,000 | +12.6% | 4,850 | +11.5% | 0.04% | +19.4% |
| Q4 2017 | $318,000 | +7.8% | 4,350 | 0.0% | 0.03% | -3.1% |
| Q3 2017 | $295,000 | +5.4% | 4,350 | 0.0% | 0.03% | +3.2% |
| Q2 2017 | $280,000 | +4.5% | 4,350 | 0.0% | 0.03% | +3.3% |
| Q1 2017 | $268,000 | +9.4% | 4,350 | 0.0% | 0.03% | +3.4% |
| Q4 2016 | $245,000 | +0.8% | 4,350 | 0.0% | 0.03% | -6.5% |
| Q3 2016 | $243,000 | +3.8% | 4,350 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $234,000 | 0.0% | 4,350 | 0.0% | 0.03% | -6.1% |
| Q1 2016 | $234,000 | -6.8% | 4,350 | -7.4% | 0.03% | -10.8% |
| Q4 2015 | $251,000 | -5.3% | 4,697 | -12.2% | 0.04% | -9.8% |
| Q3 2015 | $265,000 | -5.0% | 5,350 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $279,000 | +0.7% | 5,350 | 0.0% | 0.04% | +2.5% |
| Q1 2015 | $277,000 | -3.5% | 5,350 | -6.1% | 0.04% | -7.0% |
| Q4 2014 | $287,000 | -1.4% | 5,700 | -5.0% | 0.04% | -10.4% |
| Q3 2014 | $291,000 | +2.5% | 6,000 | +0.8% | 0.05% | +4.3% |
| Q2 2014 | $284,000 | +5.2% | 5,950 | 0.0% | 0.05% | 0.0% |
| Q1 2014 | $270,000 | +0.4% | 5,950 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $269,000 | -26.3% | 5,950 | -33.5% | 0.05% | -32.4% |
| Q3 2013 | $365,000 | +9.0% | 8,950 | +1.7% | 0.07% | 0.0% |
| Q2 2013 | $335,000 | – | 8,800 | – | 0.07% | – |
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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% |