ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 267 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,126 | -3.0% | 1,730 | 0.0% | 0.03% | -33.3% |
| Q2 2023 | $274,309 | +14.1% | 1,730 | 0.0% | 0.04% | +11.4% |
| Q1 2023 | $240,349 | +15.3% | 1,730 | 0.0% | 0.04% | +16.7% |
| Q4 2022 | $208,517 | +0.7% | 1,730 | 0.0% | 0.03% | -11.8% |
| Q3 2022 | $207,000 | -4.6% | 1,730 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $217,000 | -21.1% | 1,730 | 0.0% | 0.03% | -10.8% |
| Q1 2022 | $275,000 | -8.3% | 1,730 | 0.0% | 0.04% | -5.1% |
| Q4 2021 | $300,000 | +13.6% | 1,730 | 0.0% | 0.04% | +5.4% |
| Q3 2021 | $264,000 | -2.2% | 1,730 | -3.4% | 0.04% | 0.0% |
| Q2 2021 | $270,000 | +12.0% | 1,790 | 0.0% | 0.04% | +5.7% |
| Q1 2021 | $241,000 | -13.3% | 1,790 | -14.4% | 0.04% | -16.7% |
| Q4 2020 | $278,000 | +9.4% | 2,090 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $254,000 | +13.9% | 2,090 | 0.0% | 0.04% | +5.0% |
| Q2 2020 | $223,000 | -9.7% | 2,090 | -18.4% | 0.04% | +2.6% |
| Q4 2019 | $247,000 | – | 2,560 | – | 0.04% | – |
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% |