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 | $1,240 | +21.3% | 8,063 | +25.1% | 0.00% | +33.3% |
| Q2 2023 | $1,022 | -3.8% | 6,443 | -15.7% | 0.00% | -25.0% |
| Q1 2023 | $1,062 | +15.3% | 7,643 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $921 | -99.9% | 7,643 | -3.6% | 0.00% | -25.0% |
| Q3 2022 | $948,000 | -4.5% | 7,932 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $993,000 | -21.0% | 7,932 | +0.3% | 0.00% | -25.0% |
| Q1 2022 | $1,257,000 | -8.4% | 7,912 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,372,000 | +19.6% | 7,912 | +5.3% | 0.00% | 0.0% |
| Q3 2021 | $1,147,000 | -26.5% | 7,511 | -27.5% | 0.00% | 0.0% |
| Q2 2021 | $1,560,000 | +11.9% | 10,361 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,394,000 | +2.5% | 10,361 | +1.4% | 0.00% | 0.0% |
| Q4 2020 | $1,360,000 | +66.9% | 10,221 | +52.3% | 0.00% | 0.0% |
| Q3 2020 | $815,000 | +196.4% | 6,713 | +109.4% | 0.00% | +300.0% |
| Q2 2019 | $275,000 | +34.8% | 3,206 | +29.0% | 0.00% | 0.0% |
| Q1 2019 | $204,000 | – | 2,485 | – | 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% |