ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 141 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $217,000 | -8.8% | 2,243 | -18.0% | 0.03% | -8.6% |
Q3 2019 | $238,000 | +1.7% | 2,737 | +0.2% | 0.04% | +12.9% |
Q2 2019 | $234,000 | +4.5% | 2,731 | +0.2% | 0.03% | +3.3% |
Q1 2019 | $224,000 | -3.0% | 2,725 | +0.7% | 0.03% | -3.2% |
Q3 2018 | $231,000 | +9.5% | 2,707 | +0.3% | 0.03% | -3.1% |
Q2 2018 | $211,000 | -13.9% | 2,700 | -29.2% | 0.03% | -20.0% |
Q2 2017 | $245,000 | – | 3,816 | – | 0.04% | – |
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% |