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 | $44,918 | -43.6% | 292 | -41.8% | 0.00% | -50.0% |
| Q2 2023 | $79,597 | +14.1% | 502 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $69,743 | -83.2% | 502 | -85.4% | 0.00% | -84.6% |
| Q4 2022 | $414,262 | +483.5% | 3,437 | +480.6% | 0.01% | +550.0% |
| Q3 2022 | $71,000 | -4.1% | 592 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $74,000 | -21.3% | 592 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $94,000 | -45.7% | 592 | -40.7% | 0.00% | -50.0% |
| Q4 2021 | $173,000 | +10.2% | 998 | -2.7% | 0.00% | 0.0% |
| Q3 2021 | $157,000 | -6.0% | 1,026 | -7.2% | 0.00% | -20.0% |
| Q2 2021 | $167,000 | +38.0% | 1,106 | +23.4% | 0.01% | +25.0% |
| Q1 2021 | $121,000 | +11.0% | 896 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $109,000 | 0.0% | 896 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $109,000 | +60.3% | 896 | +40.2% | 0.01% | +66.7% |
| Q2 2020 | $68,000 | +19.3% | 639 | -6.2% | 0.00% | 0.0% |
| Q1 2020 | $57,000 | -8.1% | 681 | +6.6% | 0.00% | 0.0% |
| Q4 2019 | $62,000 | +5.1% | 639 | -5.8% | 0.00% | 0.0% |
| Q3 2019 | $59,000 | +118.5% | 678 | +115.2% | 0.00% | +200.0% |
| Q2 2019 | $27,000 | -12.9% | 315 | -19.2% | 0.00% | -50.0% |
| Q2 2018 | $31,000 | +6.9% | 390 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $29,000 | – | 390 | – | 0.00% | – |
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% |