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 | $817,775 | -14.2% | 5,316 | -11.6% | 0.02% | -15.8% |
| Q2 2023 | $953,237 | +38.3% | 6,012 | +21.2% | 0.02% | +35.7% |
| Q1 2023 | $689,430 | -30.0% | 4,962 | -39.3% | 0.01% | -36.4% |
| Q4 2022 | $984,547 | +1.6% | 8,168 | +0.7% | 0.02% | -8.3% |
| Q3 2022 | $969,000 | +65.4% | 8,110 | +73.4% | 0.02% | +71.4% |
| Q2 2022 | $586,000 | -59.9% | 4,678 | -49.2% | 0.01% | -53.3% |
| Q1 2022 | $1,463,000 | -32.0% | 9,210 | -25.8% | 0.03% | -30.2% |
| Q4 2021 | $2,150,000 | +12.7% | 12,405 | -0.7% | 0.04% | +2.4% |
| Q3 2021 | $1,907,000 | +1.8% | 12,489 | +0.4% | 0.04% | +5.0% |
| Q2 2021 | $1,874,000 | +6.8% | 12,445 | -4.6% | 0.04% | -7.0% |
| Q1 2021 | $1,754,000 | -4.6% | 13,039 | -5.6% | 0.04% | -12.2% |
| Q4 2020 | $1,838,000 | +16.5% | 13,817 | +6.2% | 0.05% | +4.3% |
| Q3 2020 | $1,578,000 | +13.0% | 13,005 | -0.7% | 0.05% | +4.4% |
| Q2 2020 | $1,396,000 | +419.0% | 13,093 | +310.7% | 0.04% | +350.0% |
| Q1 2020 | $269,000 | +22.8% | 3,188 | +40.5% | 0.01% | +42.9% |
| Q4 2019 | $219,000 | – | 2,269 | – | 0.01% | – |
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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% |