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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $374,000 | -17.3% | 2,813 | -17.5% | 0.02% | -21.1% |
| Q4 2020 | $452,000 | -33.0% | 3,409 | -39.2% | 0.02% | -42.4% |
| Q3 2020 | $675,000 | +19.7% | 5,606 | +4.1% | 0.03% | +10.0% |
| Q2 2020 | $564,000 | +28.8% | 5,383 | +4.4% | 0.03% | +25.0% |
| Q1 2020 | $438,000 | +8.4% | 5,154 | +22.9% | 0.02% | +20.0% |
| Q4 2019 | $404,000 | +7.2% | 4,193 | -3.8% | 0.02% | 0.0% |
| Q3 2019 | $377,000 | +12.2% | 4,357 | +10.9% | 0.02% | +11.1% |
| Q2 2019 | $336,000 | +5.3% | 3,929 | +0.4% | 0.02% | -5.3% |
| Q1 2019 | $319,000 | -5.1% | 3,913 | -17.2% | 0.02% | -13.6% |
| Q4 2018 | $336,000 | -59.8% | 4,728 | -51.7% | 0.02% | -55.1% |
| Q3 2018 | $836,000 | +9.3% | 9,788 | +0.1% | 0.05% | -2.0% |
| Q2 2018 | $765,000 | +3.7% | 9,778 | -3.9% | 0.05% | +2.0% |
| Q1 2018 | $738,000 | -1.2% | 10,176 | +0.1% | 0.05% | +2.1% |
| Q4 2017 | $747,000 | +162.1% | 10,161 | +140.9% | 0.05% | +152.6% |
| Q3 2017 | $285,000 | +14.5% | 4,218 | +8.9% | 0.02% | +5.6% |
| Q2 2017 | $249,000 | – | 3,873 | – | 0.02% | – |
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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% |