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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,296,000 | -20.2% | 10,351 | +1.2% | 0.00% | -98.4% |
Q1 2022 | $1,625,000 | -42.7% | 10,229 | -37.5% | 0.12% | -36.2% |
Q4 2021 | $2,836,000 | -31.2% | 16,358 | -39.4% | 0.20% | -38.2% |
Q3 2021 | $4,123,000 | +28.9% | 27,005 | -10.0% | 0.32% | -9.7% |
Q2 2020 | $3,199,000 | -0.8% | 30,000 | -21.7% | 0.35% | +3.5% |
Q1 2020 | $3,225,000 | -28.7% | 38,302 | -18.2% | 0.34% | -50.0% |
Q4 2019 | $4,524,000 | +25.4% | 46,845 | +13.1% | 0.68% | +7.8% |
Q3 2019 | $3,607,000 | -10.7% | 41,430 | -12.0% | 0.63% | +1.3% |
Q2 2019 | $4,039,000 | -16.9% | 47,071 | -20.4% | 0.62% | -26.3% |
Q1 2019 | $4,863,000 | +56.1% | 59,133 | +36.2% | 0.84% | +29.1% |
Q4 2018 | $3,115,000 | -43.2% | 43,412 | -32.4% | 0.65% | -51.6% |
Q3 2018 | $5,486,000 | +7214.7% | 64,226 | +4329.4% | 1.35% | +2146.7% |
Q2 2015 | $75,000 | 0.0% | 1,450 | 0.0% | 0.06% | +7.1% |
Q1 2015 | $75,000 | +2.7% | 1,450 | 0.0% | 0.06% | -6.7% |
Q4 2014 | $73,000 | +4.3% | 1,450 | 0.0% | 0.06% | +15.4% |
Q3 2014 | $70,000 | +1.4% | 1,450 | 0.0% | 0.05% | +15.6% |
Q2 2014 | $69,000 | +4.5% | 1,450 | 0.0% | 0.04% | -8.2% |
Q1 2014 | $66,000 | – | 1,450 | – | 0.05% | – |
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% |