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 | $325,931 | -10.3% | 2,119 | -7.5% | 0.02% | -10.5% |
| Q2 2023 | $363,271 | +13.1% | 2,291 | -0.9% | 0.02% | +5.6% |
| Q1 2023 | $321,185 | -0.1% | 2,312 | -13.3% | 0.02% | -10.0% |
| Q4 2022 | $321,464 | +1.1% | 2,667 | +0.2% | 0.02% | -16.7% |
| Q3 2022 | $318,000 | -3.3% | 2,661 | +1.2% | 0.02% | -17.2% |
| Q2 2022 | $329,000 | -21.1% | 2,630 | +0.2% | 0.03% | -9.4% |
| Q1 2022 | $417,000 | -17.8% | 2,626 | -10.2% | 0.03% | -13.5% |
| Q4 2021 | $507,000 | -0.8% | 2,923 | -12.6% | 0.04% | -11.9% |
| Q3 2021 | $511,000 | -2.5% | 3,344 | -3.9% | 0.04% | +27.3% |
| Q2 2021 | $524,000 | +1.2% | 3,481 | -9.6% | 0.03% | -10.8% |
| Q1 2021 | $518,000 | +9.7% | 3,851 | +8.6% | 0.04% | -5.1% |
| Q4 2020 | $472,000 | +12.9% | 3,547 | +3.1% | 0.04% | -7.1% |
| Q3 2020 | $418,000 | +24.8% | 3,441 | +9.5% | 0.04% | -8.7% |
| Q2 2020 | $335,000 | +20.1% | 3,143 | -5.0% | 0.05% | +15.0% |
| Q1 2020 | $279,000 | +5.7% | 3,310 | +21.3% | 0.04% | +29.0% |
| Q4 2019 | $264,000 | -70.2% | 2,729 | -73.2% | 0.03% | -74.4% |
| Q3 2019 | $887,000 | +61.6% | 10,179 | +59.2% | 0.12% | +51.2% |
| Q2 2019 | $549,000 | +123.2% | 6,394 | +113.6% | 0.08% | +95.1% |
| Q1 2019 | $246,000 | +2975.0% | 2,994 | +2724.5% | 0.04% | +1950.0% |
| Q1 2018 | $8,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | – | 105 | – | 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% |