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 | $1,080,143 | -6.4% | 7,008 | -3.7% | 0.04% | -9.1% |
| Q2 2023 | $1,154,475 | +32.3% | 7,281 | +15.9% | 0.04% | +25.7% |
| Q1 2023 | $872,619 | +38.1% | 6,281 | +19.8% | 0.04% | +25.0% |
| Q4 2022 | $631,939 | -11.0% | 5,243 | -11.8% | 0.03% | -26.3% |
| Q3 2022 | $710,000 | -10.2% | 5,944 | -5.9% | 0.04% | -22.4% |
| Q2 2022 | $791,000 | -42.5% | 6,319 | -27.0% | 0.05% | -55.9% |
| Q1 2022 | $1,376,000 | -5.6% | 8,659 | +3.0% | 0.11% | +18.1% |
| Q4 2021 | $1,458,000 | +19.6% | 8,409 | +5.3% | 0.09% | +3.3% |
| Q3 2021 | $1,219,000 | +1.4% | 7,984 | 0.0% | 0.09% | -13.3% |
| Q2 2021 | $1,202,000 | -6.7% | 7,984 | -16.6% | 0.10% | -24.5% |
| Q1 2021 | $1,288,000 | +14.3% | 9,576 | +13.0% | 0.14% | -2.1% |
| Q4 2020 | $1,127,000 | -17.4% | 8,471 | -22.4% | 0.14% | -46.2% |
| Q3 2020 | $1,364,000 | +13.0% | 10,921 | -3.6% | 0.26% | +17.3% |
| Q2 2020 | $1,207,000 | +60.1% | 11,325 | +26.5% | 0.22% | +10.8% |
| Q1 2020 | $754,000 | – | 8,950 | – | 0.20% | – |
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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% |