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 | $542 | +28.1% | 3,521 | +32.0% | 0.00% | +100.0% |
| Q2 2023 | $423 | +33.9% | 2,667 | +17.1% | 0.00% | 0.0% |
| Q1 2023 | $316 | +12.1% | 2,277 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $282 | -99.9% | 2,337 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $284,000 | -5.3% | 2,379 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $300,000 | -21.5% | 2,379 | -1.1% | 0.00% | -50.0% |
| Q1 2022 | $382,000 | -7.5% | 2,406 | +1.0% | 0.00% | 0.0% |
| Q4 2021 | $413,000 | +11.0% | 2,381 | -2.3% | 0.00% | 0.0% |
| Q3 2021 | $372,000 | -0.8% | 2,438 | -2.0% | 0.00% | 0.0% |
| Q2 2021 | $375,000 | +19.8% | 2,489 | +7.1% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | -1.6% | 2,323 | -2.8% | 0.00% | 0.0% |
| Q4 2020 | $318,000 | +9.7% | 2,389 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $290,000 | +21.8% | 2,389 | +7.1% | 0.00% | 0.0% |
| Q2 2020 | $238,000 | +17.8% | 2,230 | +6.6% | 0.00% | +100.0% |
| Q4 2019 | $202,000 | – | 2,092 | – | 0.00% | – |
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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% |