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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,877,470 | -4.6% | 44,708 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $7,207,542 | +55.8% | 45,456 | +36.5% | 0.01% | +50.0% |
| Q1 2023 | $4,626,934 | +17.9% | 33,304 | +2.3% | 0.00% | 0.0% |
| Q4 2022 | $3,924,029 | +5.5% | 32,557 | +4.6% | 0.00% | 0.0% |
| Q3 2022 | $3,719,000 | -4.5% | 31,125 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $3,893,000 | -37.0% | 31,085 | -20.1% | 0.00% | -20.0% |
| Q1 2022 | $6,183,000 | -5.8% | 38,920 | +2.8% | 0.01% | 0.0% |
| Q4 2021 | $6,563,000 | -5.9% | 37,863 | -17.2% | 0.01% | -16.7% |
| Q3 2021 | $6,978,000 | +14.7% | 45,706 | +13.2% | 0.01% | 0.0% |
| Q2 2021 | $6,083,000 | +11.3% | 40,394 | -0.6% | 0.01% | 0.0% |
| Q1 2021 | $5,467,000 | -29.1% | 40,636 | -29.9% | 0.01% | -25.0% |
| Q4 2020 | $7,712,000 | +0.1% | 57,964 | -8.7% | 0.01% | -20.0% |
| Q3 2020 | $7,705,000 | +9.8% | 63,485 | -3.5% | 0.01% | +11.1% |
| Q2 2020 | $7,018,000 | +75.0% | 65,819 | +38.2% | 0.01% | +50.0% |
| Q1 2020 | $4,011,000 | +4.1% | 47,626 | +19.4% | 0.01% | +20.0% |
| Q4 2019 | $3,854,000 | -11.5% | 39,903 | -20.2% | 0.01% | -16.7% |
| Q3 2019 | $4,354,000 | +55.4% | 50,012 | +53.2% | 0.01% | +50.0% |
| Q2 2019 | $2,802,000 | +18.4% | 32,653 | +13.5% | 0.00% | 0.0% |
| Q1 2019 | $2,367,000 | -41.6% | 28,779 | -49.1% | 0.00% | -42.9% |
| Q4 2018 | $4,053,000 | -6.6% | 56,492 | +11.2% | 0.01% | 0.0% |
| Q3 2018 | $4,339,000 | +7.5% | 50,799 | -1.4% | 0.01% | 0.0% |
| Q2 2018 | $4,035,000 | +7.9% | 51,524 | +1.6% | 0.01% | 0.0% |
| Q1 2018 | $3,741,000 | -14.3% | 50,716 | -15.1% | 0.01% | -12.5% |
| Q4 2017 | $4,367,000 | +13.5% | 59,703 | +5.3% | 0.01% | 0.0% |
| Q3 2017 | $3,846,000 | -6.9% | 56,709 | -11.5% | 0.01% | -11.1% |
| Q2 2017 | $4,131,000 | +57.2% | 64,073 | +50.0% | 0.01% | +50.0% |
| Q1 2017 | $2,628,000 | +818.9% | 42,711 | +741.8% | 0.01% | +500.0% |
| Q4 2016 | $286,000 | +16.3% | 5,074 | +15.1% | 0.00% | 0.0% |
| Q3 2016 | $246,000 | +21.2% | 4,410 | +16.9% | 0.00% | 0.0% |
| Q2 2016 | $203,000 | – | 3,774 | – | 0.00% | – |
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% |