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 | $341,349 | +2.5% | 2,219 | +5.7% | 0.04% | +7.7% |
| Q2 2023 | $332,976 | +19.7% | 2,100 | +4.8% | 0.04% | +11.4% |
| Q1 2023 | $278,277 | +20.5% | 2,003 | +3.8% | 0.04% | +6.1% |
| Q3 2022 | $231,000 | +0.4% | 1,930 | +8.4% | 0.03% | +6.5% |
| Q2 2022 | $230,000 | -11.2% | 1,780 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $259,000 | -17.5% | 1,780 | -1.7% | 0.03% | -11.1% |
| Q4 2021 | $314,000 | +13.8% | 1,810 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $276,000 | -4.2% | 1,810 | 0.0% | 0.04% | -11.9% |
| Q2 2021 | $288,000 | +18.0% | 1,810 | 0.0% | 0.04% | +7.7% |
| Q1 2021 | $244,000 | -0.4% | 1,810 | 0.0% | 0.04% | -7.1% |
| Q4 2020 | $245,000 | +11.4% | 1,810 | 0.0% | 0.04% | -4.5% |
| Q3 2020 | $220,000 | – | 1,810 | – | 0.04% | – |
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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% |