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 2022 | $25,000 | -3.8% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -23.5% | 210 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $34,000 | -33.3% | 209 | -29.6% | 0.00% | -50.0% |
| Q4 2021 | $51,000 | +59.4% | 297 | +42.8% | 0.00% | +100.0% |
| Q3 2021 | $32,000 | -15.8% | 208 | -16.5% | 0.00% | -50.0% |
| Q2 2021 | $38,000 | +15.2% | 249 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +560.0% | 249 | +507.3% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 41 | +2.5% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -25.0% | 40 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 40 | +2.6% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 39 | -2.5% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 40 | +2.6% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 39 | -2.5% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 40 | +2.6% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 39 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | – | 39 | – | 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% |