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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,787,546 | -66.5% | 37,623 | -65.4% | 0.01% | -66.7% |
| Q2 2023 | $17,265,916 | +26.2% | 108,892 | +10.6% | 0.02% | +16.7% |
| Q1 2023 | $13,680,715 | +206.8% | 98,472 | +166.2% | 0.02% | +200.0% |
| Q4 2022 | $4,458,525 | +17.6% | 36,991 | +16.5% | 0.01% | +20.0% |
| Q3 2022 | $3,792,493 | -48.1% | 31,739 | -45.6% | 0.01% | -72.2% |
| Q2 2022 | $7,308,000 | -40.4% | 58,352 | -24.4% | 0.02% | -28.0% |
| Q1 2022 | $12,270,000 | +30.5% | 77,236 | +42.4% | 0.02% | +38.9% |
| Q4 2021 | $9,400,000 | +543.8% | 54,223 | +467.1% | 0.02% | +500.0% |
| Q3 2021 | $1,460,000 | -76.0% | 9,561 | -76.4% | 0.00% | -75.0% |
| Q2 2021 | $6,092,000 | +83.7% | 40,452 | +64.1% | 0.01% | +71.4% |
| Q1 2021 | $3,317,000 | -36.5% | 24,651 | -37.2% | 0.01% | -36.4% |
| Q4 2020 | $5,222,000 | – | 39,249 | – | 0.01% | – |
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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% |