ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 145 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,231,011 | -11.7% | 8,002 | -9.0% | 0.10% | -12.6% |
| Q2 2023 | $1,393,805 | +20.8% | 8,790 | +5.8% | 0.12% | +11.2% |
| Q1 2023 | $1,154,076 | +11.6% | 8,307 | -3.1% | 0.11% | +0.9% |
| Q4 2022 | $1,033,806 | -47.8% | 8,577 | -48.4% | 0.11% | -6.2% |
| Q3 2022 | $1,982,000 | +10.5% | 16,612 | +16.3% | 0.11% | +9.7% |
| Q2 2022 | $1,794,000 | -27.2% | 14,280 | -8.0% | 0.10% | -14.2% |
| Q1 2022 | $2,464,000 | +27.5% | 15,514 | +39.3% | 0.12% | -37.2% |
| Q4 2021 | $1,933,000 | +32.9% | 11,139 | +15.3% | 0.19% | +27.3% |
| Q2 2021 | $1,455,000 | +17.5% | 9,663 | +5.0% | 0.15% | -9.6% |
| Q1 2021 | $1,238,000 | +1.4% | 9,201 | +0.2% | 0.17% | -7.3% |
| Q4 2020 | $1,221,000 | +21.1% | 9,179 | +10.6% | 0.18% | +8.5% |
| Q3 2020 | $1,008,000 | +26.6% | 8,303 | +11.2% | 0.16% | +14.6% |
| Q2 2020 | $796,000 | +46.6% | 7,464 | +15.9% | 0.14% | +15.2% |
| Q1 2020 | $543,000 | -8.7% | 6,442 | +4.6% | 0.12% | +38.9% |
| Q4 2019 | $595,000 | +15.3% | 6,156 | +3.0% | 0.09% | -15.9% |
| Q3 2019 | $516,000 | -3.4% | 5,979 | -4.6% | 0.11% | +52.9% |
| Q2 2019 | $534,000 | +1.9% | 6,269 | -2.0% | 0.07% | -40.2% |
| Q1 2019 | $524,000 | -28.1% | 6,398 | -37.0% | 0.12% | -40.3% |
| Q4 2018 | $729,000 | – | 10,158 | – | 0.20% | – |
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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% |