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 | $1,430,927 | -5.0% | 9,302 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $1,506,637 | +0.2% | 9,502 | -12.2% | 0.00% | 0.0% |
| Q1 2023 | $1,503,362 | +8.9% | 10,821 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $1,379,948 | -3.6% | 11,449 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $1,431,000 | +9.1% | 11,979 | +14.3% | 0.00% | 0.0% |
| Q2 2022 | $1,312,000 | +18.8% | 10,479 | +50.8% | 0.00% | 0.0% |
| Q1 2022 | $1,104,000 | +84.9% | 6,947 | +75.3% | 0.00% | – |
| Q2 2021 | $597,000 | +81.5% | 3,964 | +62.3% | 0.00% | – |
| Q1 2021 | $329,000 | +2641.7% | 2,442 | +926.1% | 0.00% | – |
| Q4 2014 | $12,000 | +9.1% | 238 | 0.0% | 0.00% | – |
| Q3 2014 | $11,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q2 2014 | $11,000 | – | 238 | – | 0.00% | – |
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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% |