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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $942,635,870 | +11.2% | 5,944,979 | -2.6% | 3.41% | +8.4% |
| Q1 2023 | $847,749,471 | +28.4% | 6,101,990 | +11.4% | 3.14% | +21.1% |
| Q4 2022 | $660,119,066 | +2.6% | 5,476,803 | +1.7% | 2.60% | -5.9% |
| Q3 2022 | $643,253,000 | +1.5% | 5,383,322 | +6.3% | 2.76% | +10.4% |
| Q2 2022 | $633,981,000 | +52.7% | 5,062,131 | +93.0% | 2.50% | +73.5% |
| Q1 2022 | $415,240,000 | +19.7% | 2,623,020 | +30.6% | 1.44% | +26.4% |
| Q4 2021 | $346,784,000 | +12.3% | 2,008,981 | -0.7% | 1.14% | +6.2% |
| Q3 2021 | $308,811,000 | +11.9% | 2,022,732 | +10.4% | 1.07% | +13.3% |
| Q2 2021 | $276,047,000 | +11.5% | 1,832,982 | -0.4% | 0.95% | +7.0% |
| Q1 2021 | $247,553,000 | +57.8% | 1,840,000 | +56.1% | 0.88% | +50.3% |
| Q4 2020 | $156,842,000 | -5.8% | 1,178,911 | -14.1% | 0.59% | -20.8% |
| Q3 2020 | $166,541,000 | +15.9% | 1,372,174 | +1.8% | 0.74% | +8.8% |
| Q2 2020 | $143,698,000 | +141.4% | 1,347,763 | +90.7% | 0.68% | +99.4% |
| Q1 2020 | $59,522,000 | +77.5% | 706,835 | +103.5% | 0.34% | +113.0% |
| Q4 2019 | $33,542,000 | +12.4% | 347,300 | +1.3% | 0.16% | +3.9% |
| Q3 2019 | $29,853,000 | +8.9% | 342,909 | +7.3% | 0.16% | +2.6% |
| Q2 2019 | $27,420,000 | +23.7% | 319,573 | +18.6% | 0.15% | -15.2% |
| Q1 2019 | $22,165,000 | – | 269,547 | – | 0.18% | – |
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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% |