ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 189 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,173 | +122.2% | 7,400 | +94.6% | 0.00% | +100.0% |
| Q1 2023 | $528 | -99.9% | 3,802 | -34.4% | 0.00% | 0.0% |
| Q2 2022 | $726,000 | -63.6% | 5,800 | -49.6% | 0.00% | -50.0% |
| Q4 2021 | $1,994,000 | +23.2% | 11,500 | +8.5% | 0.00% | 0.0% |
| Q3 2021 | $1,618,000 | +246.5% | 10,600 | +241.9% | 0.00% | +100.0% |
| Q2 2021 | $467,000 | -66.8% | 3,100 | -73.3% | 0.00% | 0.0% |
| Q3 2020 | $1,408,000 | +88.7% | 11,600 | +65.7% | 0.00% | 0.0% |
| Q2 2020 | $746,000 | +51.3% | 7,000 | +37.3% | 0.00% | – |
| Q4 2019 | $493,000 | +55.5% | 5,100 | +37.8% | 0.00% | – |
| Q2 2019 | $317,000 | – | 3,700 | – | 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% |