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 | $56,468 | -3.0% | 367 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $58,204 | -64.9% | 367 | -69.3% | 0.01% | -67.6% |
| Q1 2023 | $165,917 | +1.2% | 1,194 | -13.2% | 0.03% | -17.1% |
| Q3 2022 | $164,000 | -5.7% | 1,376 | -1.0% | 0.04% | -8.9% |
| Q2 2022 | $174,000 | -21.3% | 1,390 | 0.0% | 0.04% | -10.0% |
| Q1 2022 | $221,000 | -13.7% | 1,390 | -6.0% | 0.05% | -10.7% |
| Q4 2021 | $256,000 | +2.4% | 1,478 | -9.7% | 0.06% | -9.7% |
| Q3 2021 | $250,000 | +1.6% | 1,637 | +0.1% | 0.06% | 0.0% |
| Q2 2021 | $246,000 | -7.9% | 1,636 | -17.7% | 0.06% | -21.5% |
| Q1 2021 | $267,000 | +0.8% | 1,989 | 0.0% | 0.08% | -15.1% |
| Q4 2020 | $265,000 | – | 1,989 | – | 0.09% | – |
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% |