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 | $2,754,000 | +7.5% | 28,509 | -3.1% | 0.02% | 0.0% |
| Q3 2019 | $2,562,000 | -82.3% | 29,428 | -82.5% | 0.02% | -82.9% |
| Q2 2019 | $14,451,000 | +3.7% | 168,429 | -0.7% | 0.11% | -3.5% |
| Q1 2019 | $13,941,000 | +21.0% | 169,544 | +5.5% | 0.12% | +1.8% |
| Q4 2018 | $11,526,000 | -13.5% | 160,643 | +3.0% | 0.11% | -15.7% |
| Q3 2018 | $13,323,000 | +31.1% | 155,974 | +20.2% | 0.13% | -4.3% |
| Q2 2018 | $10,160,000 | +18.3% | 129,731 | +11.4% | 0.14% | +18.6% |
| Q1 2018 | $8,591,000 | +115.5% | 116,450 | +113.7% | 0.12% | +122.6% |
| Q4 2017 | $3,986,000 | +54.8% | 54,482 | +43.5% | 0.05% | +29.3% |
| Q3 2017 | $2,575,000 | +381.3% | 37,968 | +357.1% | 0.04% | +355.6% |
| Q2 2017 | $535,000 | -0.4% | 8,307 | -4.8% | 0.01% | -18.2% |
| Q1 2017 | $537,000 | +15.0% | 8,725 | +5.1% | 0.01% | 0.0% |
| Q4 2016 | $467,000 | +8.9% | 8,302 | +8.1% | 0.01% | +10.0% |
| Q3 2016 | $429,000 | +14.1% | 7,680 | +9.2% | 0.01% | 0.0% |
| Q2 2016 | $376,000 | – | 7,030 | – | 0.01% | – |
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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% |