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 | $508,963 | -5.2% | 3,308 | -2.3% | 0.02% | 0.0% |
| Q2 2023 | $536,930 | +9.6% | 3,386 | -4.0% | 0.02% | +18.8% |
| Q1 2023 | $490,101 | -35.9% | 3,527 | -44.4% | 0.02% | -40.7% |
| Q4 2022 | $764,039 | -31.3% | 6,338 | -31.9% | 0.03% | -35.7% |
| Q3 2022 | $1,112,000 | -10.7% | 9,305 | -6.4% | 0.04% | -2.3% |
| Q2 2022 | $1,245,000 | -14.7% | 9,941 | +8.2% | 0.04% | -2.3% |
| Q1 2022 | $1,460,000 | +16.3% | 9,190 | +26.9% | 0.04% | +25.7% |
| Q4 2021 | $1,255,000 | -41.2% | 7,240 | -48.2% | 0.04% | -45.3% |
| Q3 2021 | $2,134,000 | +5.7% | 13,977 | +4.3% | 0.06% | +6.7% |
| Q2 2021 | $2,018,000 | -12.9% | 13,397 | -22.2% | 0.06% | -18.9% |
| Q1 2021 | $2,316,000 | -25.7% | 17,210 | -26.5% | 0.07% | -30.2% |
| Q4 2020 | $3,115,000 | +13.5% | 23,414 | +3.5% | 0.11% | -2.8% |
| Q3 2020 | $2,745,000 | +8.1% | 22,613 | -5.1% | 0.11% | -1.8% |
| Q2 2020 | $2,540,000 | +53.2% | 23,818 | +21.0% | 0.11% | +13.3% |
| Q1 2020 | $1,658,000 | -16.6% | 19,682 | -4.4% | 0.10% | +16.7% |
| Q4 2019 | $1,989,000 | +593.0% | 20,592 | +525.5% | 0.08% | +500.0% |
| Q3 2019 | $287,000 | – | 3,292 | – | 0.01% | – |
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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% |