ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,066 | -5.6% | 5,435 | -2.7% | 0.00% | – |
| Q2 2023 | $885,399 | -76.0% | 5,584 | -79.0% | 0.00% | -100.0% |
| Q1 2023 | $3,693,176 | -57.2% | 26,583 | -62.9% | 0.00% | -50.0% |
| Q4 2022 | $8,634,528 | +192.5% | 71,638 | +190.0% | 0.00% | +100.0% |
| Q3 2022 | $2,952,000 | +11.3% | 24,704 | +16.7% | 0.00% | 0.0% |
| Q2 2022 | $2,652,000 | -31.7% | 21,172 | -13.4% | 0.00% | 0.0% |
| Q1 2022 | $3,883,000 | +30.7% | 24,443 | +42.6% | 0.00% | 0.0% |
| Q4 2021 | $2,972,000 | -77.1% | 17,146 | -79.8% | 0.00% | -66.7% |
| Q3 2021 | $12,989,000 | +505.5% | 85,082 | +497.4% | 0.00% | – |
| Q2 2021 | $2,145,000 | -66.9% | 14,241 | -70.4% | 0.00% | -100.0% |
| Q1 2021 | $6,478,000 | +126.3% | 48,146 | +123.8% | 0.00% | +100.0% |
| Q4 2020 | $2,862,000 | +279.6% | 21,512 | +246.4% | 0.00% | – |
| Q3 2020 | $754,000 | -79.9% | 6,211 | -82.3% | 0.00% | -100.0% |
| Q2 2020 | $3,745,000 | +28.0% | 35,124 | +1.1% | 0.00% | 0.0% |
| Q1 2020 | $2,925,000 | +4.7% | 34,736 | +20.0% | 0.00% | 0.0% |
| Q4 2019 | $2,795,000 | +11.0% | 28,936 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,519,000 | +1.3% | 28,936 | -0.1% | 0.00% | 0.0% |
| Q2 2019 | $2,486,000 | -65.8% | 28,971 | -67.3% | 0.00% | -50.0% |
| Q1 2019 | $7,277,000 | +48.0% | 88,491 | +29.1% | 0.00% | 0.0% |
| Q4 2018 | $4,916,000 | +2.4% | 68,519 | +21.9% | 0.00% | +100.0% |
| Q3 2018 | $4,803,000 | +80.4% | 56,223 | +65.4% | 0.00% | 0.0% |
| Q2 2018 | $2,662,000 | -25.7% | 33,993 | -30.6% | 0.00% | 0.0% |
| Q4 2017 | $3,585,000 | -8.5% | 49,010 | -15.2% | 0.00% | 0.0% |
| Q3 2017 | $3,920,000 | +11.1% | 57,800 | +5.7% | 0.00% | 0.0% |
| Q2 2017 | $3,527,000 | +16.6% | 54,701 | +11.3% | 0.00% | 0.0% |
| Q1 2017 | $3,025,000 | +10.2% | 49,169 | +0.9% | 0.00% | 0.0% |
| Q4 2016 | $2,744,000 | +0.8% | 48,721 | -0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,722,000 | +3.6% | 48,730 | -0.1% | 0.00% | 0.0% |
| Q2 2016 | $2,627,000 | +950.8% | 48,802 | +866.4% | 0.00% | – |
| Q3 2015 | $250,000 | -14.4% | 5,050 | -10.0% | 0.00% | – |
| Q2 2015 | $292,000 | -21.1% | 5,613 | -21.5% | 0.00% | – |
| Q1 2015 | $370,000 | -41.1% | 7,146 | -42.6% | 0.00% | – |
| Q4 2014 | $628,000 | – | 12,446 | – | 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% |