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 | $20,794,492 | +39.5% | 135,178 | +43.8% | 7.14% | +43.6% |
| Q2 2023 | $14,904,861 | +12.8% | 94,001 | -1.2% | 4.97% | +8.9% |
| Q1 2023 | $13,215,759 | +110.6% | 95,125 | +82.7% | 4.57% | +86.7% |
| Q4 2022 | $6,275,854 | -35.2% | 52,069 | -35.8% | 2.44% | -40.7% |
| Q3 2022 | $9,689,000 | +63.4% | 81,083 | +71.3% | 4.12% | +61.3% |
| Q2 2022 | $5,928,000 | +55.9% | 47,334 | +97.8% | 2.55% | +74.2% |
| Q1 2022 | $3,802,000 | -8.4% | 23,929 | -0.1% | 1.47% | -17.6% |
| Q4 2021 | $4,150,000 | +18.8% | 23,941 | +4.7% | 1.78% | +8.5% |
| Q3 2021 | $3,493,000 | +7.9% | 22,876 | +6.5% | 1.64% | +8.6% |
| Q2 2021 | $3,236,000 | +22.5% | 21,484 | +9.4% | 1.51% | -0.1% |
| Q1 2021 | $2,642,000 | +1.2% | 19,638 | +0.1% | 1.51% | -7.1% |
| Q4 2020 | $2,610,000 | +15.7% | 19,616 | +5.6% | 1.63% | -3.6% |
| Q3 2020 | $2,255,000 | +244.3% | 18,581 | +202.6% | 1.69% | +141.7% |
| Q2 2020 | $655,000 | – | 6,141 | – | 0.70% | – |
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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% |