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 | $6,164,276 | -6.1% | 40,072 | -3.2% | 0.02% | 0.0% |
| Q2 2023 | $6,563,908 | +37.0% | 41,397 | +20.0% | 0.02% | +41.7% |
| Q1 2023 | $4,791,974 | +103779.8% | 34,492 | -9.9% | 0.01% | 0.0% |
| Q4 2022 | $4,613 | -99.9% | 38,278 | +1.0% | 0.01% | -7.7% |
| Q3 2022 | $4,527,000 | +6.3% | 37,890 | +11.4% | 0.01% | +8.3% |
| Q2 2022 | $4,260,000 | -0.5% | 34,011 | +26.2% | 0.01% | +9.1% |
| Q1 2022 | $4,282,000 | -12.6% | 26,955 | -4.6% | 0.01% | 0.0% |
| Q4 2021 | $4,897,000 | +13.9% | 28,252 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $4,299,000 | -0.2% | 28,162 | -1.5% | 0.01% | 0.0% |
| Q2 2021 | $4,306,000 | +12.9% | 28,595 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $3,815,000 | +9.2% | 28,356 | +7.9% | 0.01% | +10.0% |
| Q4 2020 | $3,495,000 | +27.0% | 26,273 | +15.9% | 0.01% | +11.1% |
| Q3 2020 | $2,751,000 | +38.0% | 22,670 | +21.2% | 0.01% | +12.5% |
| Q2 2020 | $1,994,000 | +16.7% | 18,698 | -7.9% | 0.01% | 0.0% |
| Q1 2020 | $1,709,000 | -15.6% | 20,298 | -3.1% | 0.01% | +14.3% |
| Q4 2019 | $2,024,000 | +45.1% | 20,958 | +30.8% | 0.01% | +40.0% |
| Q3 2019 | $1,395,000 | +40.1% | 16,026 | +38.1% | 0.01% | +25.0% |
| Q2 2019 | $996,000 | – | 11,606 | – | 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% |