ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 204 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $837,543 | +85016.2% | 5,283 | -25.4% | 0.01% | -18.2% |
| Q1 2023 | $984 | +14.3% | 7,085 | -0.9% | 0.01% | +10.0% |
| Q4 2022 | $861 | -99.9% | 7,150 | -10.7% | 0.01% | -9.1% |
| Q3 2022 | $956,000 | -18.2% | 8,005 | -14.3% | 0.01% | -15.4% |
| Q2 2022 | $1,169,000 | -21.2% | 9,341 | +0.1% | 0.01% | -7.1% |
| Q1 2022 | $1,483,000 | -48.5% | 9,330 | -50.6% | 0.01% | 0.0% |
| Q3 2021 | $2,880,000 | +101.4% | 18,874 | +98.7% | 0.01% | 0.0% |
| Q2 2021 | $1,430,000 | -11.1% | 9,497 | -20.5% | 0.01% | -12.5% |
| Q1 2021 | $1,609,000 | +1.2% | 11,952 | 0.0% | 0.02% | -11.1% |
| Q4 2020 | $1,590,000 | +9.7% | 11,952 | +0.1% | 0.02% | -10.0% |
| Q3 2020 | $1,449,000 | +448.9% | 11,940 | +382.8% | 0.02% | +400.0% |
| Q2 2020 | $264,000 | +21.7% | 2,473 | -4.1% | 0.00% | 0.0% |
| Q1 2020 | $217,000 | -12.9% | 2,580 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $249,000 | +11.2% | 2,580 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $224,000 | +1.4% | 2,580 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $221,000 | +4.2% | 2,580 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $212,000 | -5.4% | 2,580 | -1.4% | 0.00% | 0.0% |
| Q3 2018 | $224,000 | +9.3% | 2,617 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $205,000 | – | 2,617 | – | 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% |