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 | $1,695,210 | -14.1% | 11,020 | -11.4% | 0.02% | -5.6% |
Q2 2023 | $1,973,123 | +6.4% | 12,444 | -6.8% | 0.02% | 0.0% |
Q1 2023 | $1,854,577 | -11.7% | 13,349 | -23.4% | 0.02% | -18.2% |
Q4 2022 | $2,100,237 | +0.7% | 17,425 | -0.1% | 0.02% | -8.3% |
Q3 2022 | $2,085,000 | -9.5% | 17,450 | -5.2% | 0.02% | -4.0% |
Q2 2022 | $2,305,000 | -21.9% | 18,401 | -0.9% | 0.02% | -7.4% |
Q1 2022 | $2,951,000 | -11.0% | 18,575 | -2.9% | 0.03% | -10.0% |
Q4 2021 | $3,315,000 | +8.8% | 19,124 | -4.2% | 0.03% | 0.0% |
Q3 2021 | $3,047,000 | +1.0% | 19,954 | -0.4% | 0.03% | 0.0% |
Q2 2021 | $3,017,000 | +11.1% | 20,037 | -0.7% | 0.03% | -9.1% |
Q1 2021 | $2,715,000 | -3.7% | 20,180 | -4.8% | 0.03% | -10.8% |
Q4 2020 | $2,820,000 | +6.6% | 21,195 | -2.8% | 0.04% | -5.1% |
Q3 2020 | $2,646,000 | +13.8% | 21,805 | 0.0% | 0.04% | +5.4% |
Q2 2020 | $2,325,000 | +23.9% | 21,805 | -2.2% | 0.04% | +5.7% |
Q1 2020 | $1,877,000 | -13.4% | 22,291 | -0.7% | 0.04% | +6.1% |
Q4 2019 | $2,168,000 | +10.7% | 22,442 | -0.2% | 0.03% | +3.1% |
Q3 2019 | $1,958,000 | -1.3% | 22,492 | -2.7% | 0.03% | 0.0% |
Q2 2019 | $1,984,000 | +1.6% | 23,128 | -2.6% | 0.03% | 0.0% |
Q1 2019 | $1,952,000 | +13.1% | 23,737 | -1.3% | 0.03% | +3.2% |
Q4 2018 | $1,726,000 | -19.3% | 24,052 | -4.0% | 0.03% | -6.1% |
Q3 2018 | $2,139,000 | +11.9% | 25,042 | +2.6% | 0.03% | +3.1% |
Q2 2018 | $1,912,000 | +5.8% | 24,404 | -0.4% | 0.03% | +6.7% |
Q1 2018 | $1,807,000 | +0.8% | 24,504 | +0.0% | 0.03% | +3.4% |
Q4 2017 | $1,792,000 | +3.1% | 24,496 | -4.4% | 0.03% | 0.0% |
Q3 2017 | $1,738,000 | +0.8% | 25,622 | -4.2% | 0.03% | -3.3% |
Q2 2017 | $1,724,000 | +2.3% | 26,740 | -2.4% | 0.03% | 0.0% |
Q1 2017 | $1,685,000 | +9.1% | 27,391 | -0.1% | 0.03% | +7.1% |
Q4 2016 | $1,544,000 | +2.7% | 27,406 | +1.9% | 0.03% | 0.0% |
Q3 2016 | $1,503,000 | +16600.0% | 26,900 | +11855.6% | 0.03% | – |
Q3 2013 | $9,000 | 0.0% | 225 | 0.0% | 0.00% | – |
Q2 2013 | $9,000 | +12.5% | 225 | 0.0% | 0.00% | – |
Q1 2013 | $8,000 | 0.0% | 225 | 0.0% | 0.00% | – |
Q4 2012 | $8,000 | 0.0% | 225 | 0.0% | 0.00% | – |
Q3 2012 | $8,000 | – | 225 | – | 0.00% | – |
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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% |