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 | $430,724 | -3.0% | 2,800 | 0.0% | 0.04% | +2.7% |
| Q2 2023 | $443,968 | +14.1% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q1 2023 | $389,004 | +15.3% | 2,800 | 0.0% | 0.04% | +9.1% |
| Q4 2022 | $337,484 | +0.7% | 2,800 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $335,000 | -4.6% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $351,000 | -21.1% | 2,800 | 0.0% | 0.03% | -5.6% |
| Q1 2022 | $445,000 | -8.2% | 2,800 | 0.0% | 0.04% | -5.3% |
| Q4 2021 | $485,000 | +13.6% | 2,800 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $427,000 | +1.2% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $422,000 | +11.9% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $377,000 | +1.1% | 2,800 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $373,000 | +9.7% | 2,800 | 0.0% | 0.04% | -5.4% |
| Q3 2020 | $340,000 | +13.7% | 2,800 | 0.0% | 0.04% | +2.8% |
| Q2 2020 | $299,000 | +26.7% | 2,800 | 0.0% | 0.04% | +2.9% |
| Q1 2020 | $236,000 | -12.6% | 2,800 | 0.0% | 0.04% | +9.4% |
| Q4 2019 | $270,000 | +10.7% | 2,800 | 0.0% | 0.03% | +6.7% |
| Q3 2019 | $244,000 | +1.7% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $240,000 | +4.3% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $230,000 | +14.4% | 2,800 | 0.0% | 0.03% | -3.2% |
| Q4 2018 | $201,000 | -15.9% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $239,000 | +9.1% | 2,800 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $219,000 | +5.8% | 2,800 | 0.0% | 0.03% | +6.7% |
| Q1 2018 | $207,000 | +1.0% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $205,000 | – | 2,800 | – | 0.03% | – |
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% |