Fulcrum Equity Management - ISHARES TR ownership

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
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$845,911
-78.8%
5,499
-76.1%
0.99%
-33.7%
Q4 2021$3,996,000
-28.1%
23,049
-44.8%
1.50%
-32.5%
Q4 2020$5,555,000
-14.9%
41,756
-22.4%
2.22%
-26.8%
Q3 2020$6,527,00053,7783.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,658,499$556,644,00018.27%
SOA Wealth Advisors, LLC. 247,979$29,631,0008.92%
Baystate Wealth Management LLC 644,216$76,977,0007.92%
Stonebridge Financial Planning Group, LLC 84,684$10,119,0007.08%
Aspire Capital Advisors LLC 71,471$8,540,0006.77%
Legacy Wealth Planning, LLC 30,279$3,618,0005.99%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 68,522$8,188,0005.10%
Atlantic Union Bankshares Corp 333,091$39,801,0004.57%
Crumly & Associates Inc. 91,641$10,950,0004.52%
Compton Wealth Advisory Group, LLC 81,083$9,689,0004.12%
View complete list of ISHARES TR shareholders