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 | $2,297,483 | +22.3% | 14,935 | +26.0% | 0.01% | +28.6% |
Q2 2023 | $1,878,920 | +118369.1% | 11,849 | +3.8% | 0.01% | 0.0% |
Q1 2023 | $1,586 | +16.2% | 11,419 | +0.8% | 0.01% | 0.0% |
Q4 2022 | $1,365 | -99.9% | 11,325 | -3.7% | 0.01% | 0.0% |
Q3 2022 | $1,404,000 | -3.3% | 11,756 | +1.4% | 0.01% | -12.5% |
Q2 2022 | $1,452,000 | -26.0% | 11,597 | -6.1% | 0.01% | -11.1% |
Q1 2022 | $1,962,000 | -9.6% | 12,350 | -1.4% | 0.01% | -10.0% |
Q4 2021 | $2,171,000 | -0.4% | 12,524 | -12.3% | 0.01% | -9.1% |
Q3 2021 | $2,180,000 | -6.6% | 14,287 | -7.9% | 0.01% | -15.4% |
Q2 2021 | $2,335,000 | +85.8% | 15,510 | +65.8% | 0.01% | +44.4% |
Q1 2021 | $1,257,000 | +9.9% | 9,352 | +8.6% | 0.01% | 0.0% |
Q4 2020 | $1,144,000 | -0.6% | 8,610 | -9.2% | 0.01% | -18.2% |
Q3 2020 | $1,151,000 | +3.3% | 9,487 | -9.1% | 0.01% | -8.3% |
Q2 2020 | $1,114,000 | +1085.1% | 10,439 | +830.4% | 0.01% | +1100.0% |
Q1 2020 | $94,000 | +235.7% | 1,122 | +292.3% | 0.00% | – |
Q4 2019 | $28,000 | +12.0% | 286 | 0.0% | 0.00% | – |
Q3 2019 | $25,000 | +4.2% | 286 | +0.4% | 0.00% | – |
Q2 2019 | $24,000 | +4.3% | 285 | +0.4% | 0.00% | – |
Q1 2019 | $23,000 | – | 284 | – | 0.00% | – |
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% |