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 | $425,595 | -5.4% | 2,767 | -2.5% | 0.20% | -8.1% |
| Q2 2023 | $449,868 | +13.1% | 2,837 | -0.9% | 0.22% | +3.2% |
| Q1 2023 | $397,905 | +14.0% | 2,864 | -1.1% | 0.22% | +21.3% |
| Q4 2022 | $349,148 | -2.5% | 2,897 | -3.3% | 0.18% | -20.5% |
| Q3 2022 | $358,000 | +36.1% | 2,997 | +42.5% | 0.22% | +64.7% |
| Q2 2022 | $263,000 | -26.7% | 2,103 | -6.8% | 0.14% | -31.0% |
| Q1 2022 | $359,000 | -40.0% | 2,257 | -34.6% | 0.20% | -27.6% |
| Q4 2021 | $598,000 | +34.1% | 3,449 | +18.2% | 0.27% | +28.3% |
| Q3 2021 | $446,000 | +11.2% | 2,919 | +9.6% | 0.21% | -5.4% |
| Q2 2021 | $401,000 | +14.6% | 2,664 | +2.5% | 0.22% | +11.4% |
| Q1 2021 | $350,000 | +5.4% | 2,599 | +4.1% | 0.20% | -13.0% |
| Q4 2020 | $332,000 | +14.1% | 2,497 | +4.0% | 0.23% | -9.1% |
| Q3 2020 | $291,000 | +23.8% | 2,400 | +8.8% | 0.25% | +17.6% |
| Q2 2020 | $235,000 | +15.2% | 2,206 | -8.9% | 0.22% | -31.4% |
| Q1 2020 | $204,000 | +50.0% | 2,421 | +72.6% | 0.32% | +208.8% |
| Q4 2019 | $136,000 | – | 1,403 | – | 0.10% | – |
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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% |