ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,845 | -70.7% | 51 | -69.8% | 0.00% | – |
| Q2 2023 | $26,797 | +201.4% | 169 | +164.1% | 0.00% | – |
| Q1 2023 | $8,892 | -74.4% | 64 | -77.8% | 0.00% | – |
| Q4 2022 | $34,713 | +285.7% | 288 | +284.0% | 0.00% | – |
| Q3 2022 | $9,000 | -92.4% | 75 | -92.1% | 0.00% | – |
| Q2 2022 | $119,000 | -20.1% | 951 | +1.7% | 0.00% | – |
| Q1 2022 | $149,000 | -35.8% | 935 | -30.3% | 0.00% | – |
| Q4 2021 | $232,000 | +45.9% | 1,341 | +29.1% | 0.00% | – |
| Q3 2021 | $159,000 | -37.6% | 1,039 | -38.7% | 0.00% | – |
| Q2 2021 | $255,000 | -4.9% | 1,695 | -15.0% | 0.00% | – |
| Q1 2021 | $268,000 | -41.0% | 1,993 | -41.7% | 0.00% | – |
| Q4 2020 | $454,000 | +74.6% | 3,416 | +59.4% | 0.00% | – |
| Q3 2020 | $260,000 | +16.1% | 2,143 | +1.9% | 0.00% | – |
| Q2 2020 | $224,000 | +56.6% | 2,103 | +23.4% | 0.00% | – |
| Q1 2020 | $143,000 | -13.3% | 1,704 | 0.0% | 0.00% | – |
| Q4 2019 | $165,000 | +26.0% | 1,704 | +13.3% | 0.00% | – |
| Q3 2019 | $131,000 | +1.6% | 1,504 | 0.0% | 0.00% | – |
| Q2 2019 | $129,000 | +4.0% | 1,504 | 0.0% | 0.00% | – |
| Q1 2019 | $124,000 | +14.8% | 1,504 | 0.0% | 0.00% | – |
| Q4 2018 | $108,000 | -15.6% | 1,504 | 0.0% | 0.00% | – |
| Q3 2018 | $128,000 | +8.5% | 1,504 | +0.1% | 0.00% | – |
| Q2 2018 | $118,000 | +10.3% | 1,503 | +3.4% | 0.00% | – |
| Q1 2018 | $107,000 | +42.7% | 1,453 | +41.5% | 0.00% | – |
| Q4 2017 | $75,000 | +23.0% | 1,027 | +13.9% | 0.00% | – |
| Q3 2017 | $61,000 | +5.2% | 902 | 0.0% | 0.00% | – |
| Q2 2017 | $58,000 | +3.6% | 902 | 0.0% | 0.00% | – |
| Q1 2017 | $56,000 | +9.8% | 902 | 0.0% | 0.00% | – |
| Q4 2016 | $51,000 | +2.0% | 902 | 0.0% | 0.00% | – |
| Q3 2016 | $50,000 | +2.0% | 902 | 0.0% | 0.00% | – |
| Q2 2016 | $49,000 | +2.1% | 902 | 0.0% | 0.00% | – |
| Q1 2016 | $48,000 | 0.0% | 902 | 0.0% | 0.00% | – |
| Q4 2015 | $48,000 | -36.0% | 902 | -40.5% | 0.00% | – |
| Q3 2015 | $75,000 | +59.6% | 1,516 | +68.1% | 0.00% | – |
| Q2 2015 | $47,000 | 0.0% | 902 | 0.0% | 0.00% | – |
| Q1 2015 | $47,000 | +34.3% | 902 | +28.5% | 0.00% | – |
| Q4 2014 | $35,000 | +20.7% | 702 | +16.6% | 0.00% | – |
| Q3 2014 | $29,000 | 0.0% | 602 | 0.0% | 0.00% | – |
| Q2 2014 | $29,000 | – | 602 | +5920.0% | 0.00% | – |
| Q2 2013 | $0 | – | 10 | – | 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% |