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 | $2,882 | -3.0% | 18,738 | 0.0% | 1.18% | +2.1% |
| Q2 2023 | $2,971 | +14.1% | 18,738 | 0.0% | 1.15% | +17.2% |
| Q1 2023 | $2,603 | +15.3% | 18,738 | 0.0% | 0.98% | +4.8% |
| Q4 2022 | $2,258 | -99.9% | 18,738 | 0.0% | 0.94% | +3.8% |
| Q3 2022 | $2,239,000 | -4.6% | 18,738 | 0.0% | 0.90% | +10.3% |
| Q2 2022 | $2,346,000 | -21.2% | 18,738 | 0.0% | 0.82% | +1.7% |
| Q1 2022 | $2,976,000 | -8.4% | 18,738 | 0.0% | 0.80% | -23.0% |
| Q4 2021 | $3,248,000 | +13.6% | 18,738 | 0.0% | 1.05% | -5.7% |
| Q3 2021 | $2,860,000 | +1.4% | 18,738 | 0.0% | 1.11% | +11.6% |
| Q2 2021 | $2,821,000 | +11.9% | 18,738 | 0.0% | 0.99% | +4.2% |
| Q1 2021 | $2,521,000 | +1.1% | 18,738 | 0.0% | 0.95% | -6.0% |
| Q4 2020 | $2,493,000 | – | 18,738 | – | 1.02% | – |
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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% |