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 | $160,776,556 | +1.1% | 1,045,155 | +4.2% | 0.02% | 0.0% |
| Q2 2023 | $158,976,891 | +21.8% | 1,002,628 | +6.7% | 0.02% | +14.3% |
| Q1 2023 | $130,552,329 | -0.0% | 939,696 | -13.3% | 0.01% | -6.7% |
| Q4 2022 | $130,589,202 | +2.7% | 1,083,457 | +1.8% | 0.02% | -11.8% |
| Q3 2022 | $127,200,000 | +6.2% | 1,064,525 | +11.3% | 0.02% | +6.2% |
| Q2 2022 | $119,797,000 | -18.4% | 956,540 | +3.5% | 0.02% | -20.0% |
| Q1 2022 | $146,810,000 | -6.7% | 924,091 | +1.8% | 0.02% | +5.3% |
| Q4 2021 | $157,290,000 | +18.3% | 907,358 | +4.2% | 0.02% | +5.6% |
| Q3 2021 | $132,957,000 | +2.2% | 870,882 | +0.8% | 0.02% | +5.9% |
| Q2 2021 | $130,056,000 | +13.2% | 863,591 | +1.2% | 0.02% | 0.0% |
| Q1 2021 | $114,860,000 | -8.1% | 853,721 | -9.1% | 0.02% | -10.5% |
| Q4 2020 | $124,994,000 | +16.1% | 939,522 | +5.9% | 0.02% | -9.5% |
| Q3 2020 | $107,640,000 | +14.5% | 886,871 | +0.6% | 0.02% | 0.0% |
| Q2 2020 | $94,029,000 | +39.8% | 881,911 | +10.4% | 0.02% | +16.7% |
| Q1 2020 | $67,283,000 | -4.6% | 798,996 | +9.4% | 0.02% | +12.5% |
| Q4 2019 | $70,509,000 | +19.5% | 730,062 | +7.7% | 0.02% | 0.0% |
| Q3 2019 | $58,995,000 | -2.0% | 677,630 | -3.4% | 0.02% | 0.0% |
| Q2 2019 | $60,188,000 | +4.8% | 701,490 | +0.5% | 0.02% | 0.0% |
| Q1 2019 | $57,406,000 | -5.4% | 698,106 | -17.5% | 0.02% | -11.1% |
| Q4 2018 | $60,682,000 | -12.3% | 845,746 | +4.4% | 0.02% | +5.9% |
| Q3 2018 | $69,186,000 | +16.1% | 809,953 | +6.4% | 0.02% | +6.2% |
| Q2 2018 | $59,595,000 | +7.1% | 760,911 | +0.9% | 0.02% | +6.7% |
| Q1 2018 | $55,641,000 | -6.8% | 754,236 | -7.6% | 0.02% | -6.2% |
| Q4 2017 | $59,685,000 | +8.4% | 815,927 | +0.5% | 0.02% | 0.0% |
| Q3 2017 | $55,078,000 | +4.2% | 812,111 | -1.0% | 0.02% | 0.0% |
| Q2 2017 | $52,878,000 | -48.2% | 820,083 | -50.6% | 0.02% | 0.0% |
| Q1 2017 | $102,134,000 | +27.5% | 1,659,886 | +16.7% | 0.02% | +23.1% |
| Q4 2016 | $80,082,000 | +109.1% | 1,421,896 | +107.4% | 0.01% | 0.0% |
| Q3 2016 | $38,295,000 | +7.7% | 685,553 | +3.8% | 0.01% | 0.0% |
| Q2 2016 | $35,567,000 | -2.7% | 660,725 | -2.9% | 0.01% | -7.1% |
| Q1 2016 | $36,559,000 | +0.4% | 680,418 | +0.0% | 0.01% | +7.7% |
| Q4 2015 | $36,421,000 | +38.8% | 680,267 | +28.2% | 0.01% | +30.0% |
| Q3 2015 | $26,232,000 | -7.9% | 530,573 | -2.9% | 0.01% | 0.0% |
| Q2 2015 | $28,477,000 | -32.0% | 546,583 | -32.4% | 0.01% | -33.3% |
| Q1 2015 | $41,880,000 | -5.6% | 808,806 | -8.1% | 0.02% | -6.2% |
| Q4 2014 | $44,364,000 | +24.3% | 879,706 | +19.7% | 0.02% | +14.3% |
| Q3 2014 | $35,678,000 | +0.6% | 734,709 | -1.1% | 0.01% | 0.0% |
| Q2 2014 | $35,477,000 | +6.5% | 743,142 | +1.0% | 0.01% | 0.0% |
| Q1 2014 | $33,317,000 | +6.5% | 735,484 | +6.1% | 0.01% | +7.7% |
| Q4 2013 | $31,296,000 | +29.5% | 693,005 | +16.8% | 0.01% | +18.2% |
| Q3 2013 | $24,169,000 | +4.1% | 593,273 | -2.7% | 0.01% | -8.3% |
| Q2 2013 | $23,227,000 | – | 609,472 | – | 0.01% | – |
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% |