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 | $330,000 | +1.2% | 2,450 | 0.0% | 0.09% | +3.3% |
Q4 2020 | $326,000 | +9.8% | 2,450 | 0.0% | 0.09% | -5.3% |
Q3 2020 | $297,000 | +13.8% | 2,450 | 0.0% | 0.10% | +13.1% |
Q2 2020 | $261,000 | +26.7% | 2,450 | 0.0% | 0.08% | +3.7% |
Q1 2020 | $206,000 | -13.1% | 2,450 | 0.0% | 0.08% | +12.5% |
Q4 2019 | $237,000 | +11.3% | 2,450 | 0.0% | 0.07% | 0.0% |
Q3 2019 | $213,000 | -64.3% | 2,450 | -64.7% | 0.07% | -61.9% |
Q2 2019 | $596,000 | +4.4% | 6,950 | 0.0% | 0.19% | +10.5% |
Q1 2019 | $571,000 | – | 6,950 | – | 0.17% | – |
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% |