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 | $254,290 | -3.6% | 1,653 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $263,684 | +14.1% | 1,663 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $231,038 | -18.9% | 1,663 | -29.7% | 0.01% | -35.7% |
| Q4 2022 | $284,933 | +15.8% | 2,364 | +14.8% | 0.01% | +7.7% |
| Q3 2022 | $246,000 | +13.4% | 2,059 | +19.0% | 0.01% | +18.2% |
| Q2 2022 | $217,000 | -43.5% | 1,730 | -28.4% | 0.01% | -31.2% |
| Q1 2022 | $384,000 | -42.0% | 2,416 | -36.7% | 0.02% | -44.8% |
| Q4 2021 | $662,000 | +31.3% | 3,819 | +15.8% | 0.03% | +16.0% |
| Q3 2021 | $504,000 | -20.6% | 3,299 | -21.8% | 0.02% | -21.9% |
| Q2 2021 | $635,000 | +6.7% | 4,219 | -4.7% | 0.03% | -8.6% |
| Q1 2021 | $595,000 | -17.6% | 4,426 | -18.4% | 0.04% | -30.0% |
| Q4 2020 | $722,000 | +20.9% | 5,426 | -3.1% | 0.05% | -5.7% |
| Q2 2020 | $597,000 | +26.8% | 5,597 | 0.0% | 0.05% | +6.0% |
| Q1 2020 | $471,000 | -12.9% | 5,597 | 0.0% | 0.05% | +19.0% |
| Q4 2019 | $541,000 | +11.1% | 5,597 | 0.0% | 0.04% | -16.0% |
| Q3 2019 | $487,000 | -7.6% | 5,597 | -7.0% | 0.05% | -15.3% |
| Q2 2019 | $527,000 | +29.2% | 6,018 | +6.6% | 0.06% | -28.0% |
| Q4 2018 | $408,000 | -14.5% | 5,647 | 0.0% | 0.08% | -7.9% |
| Q3 2018 | $477,000 | -4.8% | 5,647 | -11.3% | 0.09% | +30.9% |
| Q2 2018 | $501,000 | +13.6% | 6,368 | +6.7% | 0.07% | +9.7% |
| Q1 2018 | $441,000 | -1.3% | 5,969 | 0.0% | 0.06% | -8.8% |
| Q4 2017 | $447,000 | +7.5% | 5,969 | -2.3% | 0.07% | +7.9% |
| Q3 2017 | $416,000 | +6.9% | 6,107 | 0.0% | 0.06% | +1.6% |
| Q2 2017 | $389,000 | – | 6,107 | – | 0.06% | – |
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% |