ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 39 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,800,455 | -2.9% | 1,097,318 | +0.0% | 0.12% | -4.8% |
| Q2 2023 | $173,921,714 | +27.1% | 1,096,883 | +11.4% | 0.12% | +15.9% |
| Q1 2023 | $136,849,945 | +46.9% | 985,028 | +27.4% | 0.11% | +33.8% |
| Q4 2022 | $93,183,594 | +8.1% | 773,115 | +7.1% | 0.08% | -3.6% |
| Q3 2022 | $86,233,000 | +4.2% | 721,674 | +9.3% | 0.08% | +5.1% |
| Q2 2022 | $82,729,000 | -13.5% | 660,563 | +9.7% | 0.08% | -3.7% |
| Q1 2022 | $95,661,000 | +1.3% | 602,133 | +10.5% | 0.08% | +3.8% |
| Q4 2021 | $94,440,000 | +30.2% | 544,794 | +14.7% | 0.08% | +16.2% |
| Q3 2021 | $72,530,000 | +9.4% | 475,074 | +7.9% | 0.07% | +1.5% |
| Q2 2021 | $66,310,000 | +20.1% | 440,304 | +7.3% | 0.07% | +6.3% |
| Q1 2021 | $55,215,000 | -15.2% | 410,401 | -16.1% | 0.06% | -25.0% |
| Q4 2020 | $65,106,000 | +22.7% | 489,374 | +12.0% | 0.08% | +1.2% |
| Q3 2020 | $53,050,000 | +32.6% | 437,090 | +16.5% | 0.08% | +18.6% |
| Q2 2020 | $39,995,000 | +63.5% | 375,117 | +29.1% | 0.07% | +32.1% |
| Q1 2020 | $24,462,000 | -5.6% | 290,483 | +8.3% | 0.05% | +12.8% |
| Q4 2019 | $25,911,000 | +30.1% | 268,281 | +17.3% | 0.05% | +14.6% |
| Q3 2019 | $19,909,000 | +1.8% | 228,683 | +0.3% | 0.04% | -2.4% |
| Q2 2019 | $19,566,000 | -25.3% | 228,046 | -28.4% | 0.04% | -30.0% |
| Q1 2019 | $26,201,000 | +71.3% | 318,630 | +49.5% | 0.06% | +46.3% |
| Q4 2018 | $15,295,000 | -48.0% | 213,171 | -38.1% | 0.04% | -42.3% |
| Q3 2018 | $29,423,000 | +50.2% | 344,455 | +37.7% | 0.07% | +39.2% |
| Q2 2018 | $19,592,000 | -3.4% | 250,160 | -9.1% | 0.05% | -8.9% |
| Q1 2018 | $20,292,000 | +1.6% | 275,068 | +0.8% | 0.06% | -8.2% |
| Q4 2017 | $19,971,000 | +16.6% | 273,012 | +8.1% | 0.06% | +1.7% |
| Q3 2017 | $17,125,000 | +11.3% | 252,505 | +5.8% | 0.06% | +3.4% |
| Q2 2017 | $15,382,000 | +20.7% | 238,552 | +14.9% | 0.06% | -33.3% |
| Q1 2017 | $12,748,000 | -18.3% | 207,562 | -24.6% | 0.09% | -26.9% |
| Q4 2016 | $15,612,000 | +3.1% | 275,107 | +0.9% | 0.12% | -17.4% |
| Q3 2016 | $15,137,000 | +37.8% | 272,695 | +34.0% | 0.14% | +54.8% |
| Q2 2016 | $10,987,000 | -12.0% | 203,575 | -12.3% | 0.09% | +165.7% |
| Q1 2016 | $12,479,000 | +21.9% | 232,258 | +19.5% | 0.04% | +25.0% |
| Q4 2015 | $10,235,000 | +317.4% | 194,293 | +305.2% | 0.03% | +100.0% |
| Q3 2015 | $2,452,000 | -35.0% | 47,944 | -33.6% | 0.01% | -26.3% |
| Q2 2015 | $3,771,000 | +18.0% | 72,191 | +16.5% | 0.02% | +18.8% |
| Q1 2015 | $3,195,000 | -0.2% | 61,987 | -2.3% | 0.02% | -11.1% |
| Q4 2014 | $3,200,000 | -0.6% | 63,458 | -5.6% | 0.02% | -5.3% |
| Q3 2014 | $3,220,000 | +11.3% | 67,219 | +10.9% | 0.02% | +11.8% |
| Q2 2014 | $2,894,000 | +80.9% | 60,621 | +71.6% | 0.02% | +70.0% |
| Q1 2014 | $1,600,000 | +6.7% | 35,317 | +6.4% | 0.01% | +11.1% |
| Q4 2013 | $1,499,000 | +2.0% | 33,198 | -6.6% | 0.01% | -10.0% |
| Q3 2013 | $1,470,000 | -34.0% | 35,557 | -39.1% | 0.01% | -37.5% |
| Q2 2013 | $2,227,000 | – | 58,432 | – | 0.02% | – |
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% |