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 | $621,927 | -15.7% | 4,043 | -13.1% | 0.33% | -30.3% |
| Q2 2023 | $738,097 | +4.7% | 4,655 | -8.3% | 0.48% | -0.4% |
| Q1 2023 | $705,082 | +10.5% | 5,075 | -4.2% | 0.48% | +26.6% |
| Q4 2022 | $638,338 | -84.1% | 5,296 | -84.2% | 0.38% | -82.8% |
| Q3 2022 | $4,017,000 | +12.3% | 33,619 | +17.7% | 2.20% | +20.2% |
| Q2 2022 | $3,578,000 | -25.0% | 28,566 | -4.9% | 1.83% | -6.3% |
| Q1 2022 | $4,771,000 | +10.9% | 30,047 | +21.1% | 1.96% | +11.8% |
| Q4 2021 | $4,301,000 | +3.6% | 24,811 | -8.7% | 1.75% | -1.1% |
| Q3 2021 | $4,151,000 | -1.9% | 27,188 | -3.2% | 1.77% | -2.5% |
| Q2 2021 | $4,231,000 | +25.5% | 28,091 | +10.9% | 1.82% | +2.7% |
| Q1 2021 | $3,370,000 | 0.0% | 25,330 | 0.0% | 1.77% | 0.0% |
| Q4 2020 | $3,370,000 | – | 25,330 | – | 1.77% | – |
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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% |