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 | $116,967 | -3.0% | 760 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $120,564 | +14.3% | 760 | +0.1% | 0.04% | +9.1% |
| Q1 2023 | $105,475 | -21.9% | 759 | -11.0% | 0.03% | -29.8% |
| Q1 2022 | $135,000 | -49.8% | 853 | -45.0% | 0.05% | -50.5% |
| Q4 2021 | $269,000 | +30.6% | 1,552 | +14.9% | 0.10% | +14.5% |
| Q3 2021 | $206,000 | +1.5% | 1,351 | +0.1% | 0.08% | -3.5% |
| Q2 2021 | $203,000 | -30.2% | 1,350 | -50.5% | 0.09% | -58.3% |
| Q2 2020 | $291,000 | +27.1% | 2,729 | +0.1% | 0.21% | +22.6% |
| Q1 2020 | $229,000 | – | 2,725 | – | 0.17% | – |
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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% |