Private Ocean, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,767
-3.0%
1350.0%0.00%0.0%
Q2 2023$21,406
+14.1%
1350.0%0.00%
+50.0%
Q1 2023$18,756
+15.3%
1350.0%0.00%0.0%
Q4 2022$16,272
+1.7%
1350.0%0.00%
-33.3%
Q3 2022$16,0000.0%1350.0%0.00%
+50.0%
Q2 2022$16,000
-23.8%
1350.0%0.00%
-33.3%
Q1 2022$21,000
-8.7%
1350.0%0.00%0.0%
Q4 2021$23,000
+9.5%
1350.0%0.00%0.0%
Q3 2021$21,000
+5.0%
1350.0%0.00%0.0%
Q2 2021$20,000
+11.1%
1350.0%0.00%0.0%
Q1 2021$18,0000.0%1350.0%0.00%
-25.0%
Q4 2020$18,000
+12.5%
1350.0%0.00%0.0%
Q3 2020$16,000
+14.3%
1350.0%0.00%
+33.3%
Q2 2020$14,000
+27.3%
1350.0%0.00%0.0%
Q1 2020$11,000
-21.4%
1350.0%0.00%0.0%
Q4 2019$14,000
+16.7%
1350.0%0.00%0.0%
Q3 2019$12,000
+9.1%
1350.0%0.00%0.0%
Q2 2019$11,000–135–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 67,834$10,434,90420.21%
First Citizens Asset Management, Inc. 257,913$39,674,76516.86%
FIRST CITIZENS BANK & TRUST CO 4,460,656$686,182,71213.36%
SOA Wealth Advisors, LLC. 310,727$47,799,15711.88%
Simplicity Wealth,LLC 111,928$17,217,87710.08%
Kingdom Financial Group LLC. 65,691$10,105,2469.52%
Baystate Wealth Management LLC 680,054$104,612,7088.62%
Intelligence Driven Advisers, LLC 310,732$48,101,3658.54%
Cosner Financial Group, LLC 57,410$8,831,3807.78%
Aspire Capital Advisors LLC 104,405$16,060,6167.31%
View complete list of ISHARES TR shareholders