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 | $211,654 | -2.8% | 1,373 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $217,741 | -0.4% | 1,373 | -12.7% | 0.02% | 0.0% |
| Q1 2023 | $218,571 | +15.3% | 1,573 | 0.0% | 0.02% | +12.5% |
| Q4 2022 | $189,623 | -20.3% | 1,573 | -21.1% | 0.02% | -23.8% |
| Q3 2022 | $238,000 | -4.8% | 1,993 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $250,000 | -21.1% | 1,993 | 0.0% | 0.02% | -4.3% |
| Q1 2022 | $317,000 | -8.4% | 1,993 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $346,000 | +13.8% | 1,993 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $304,000 | +1.3% | 1,993 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $300,000 | -4.2% | 1,993 | -14.4% | 0.02% | -14.3% |
| Q1 2021 | $313,000 | +1.0% | 2,327 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $310,000 | +9.9% | 2,327 | 0.0% | 0.03% | +3.4% |
| Q3 2020 | $282,000 | +13.7% | 2,327 | 0.0% | 0.03% | +11.5% |
| Q2 2020 | $248,000 | +10.2% | 2,327 | 0.0% | 0.03% | +36.8% |
| Q4 2019 | $225,000 | +10.8% | 2,327 | 0.0% | 0.02% | -32.1% |
| Q3 2019 | $203,000 | – | 2,327 | – | 0.03% | – |
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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% |