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 | $2,216,736 | +3.1% | 14,410 | +6.2% | 0.00% | 0.0% |
Q2 2023 | $2,150,752 | +11.5% | 13,564 | -2.3% | 0.00% | 0.0% |
Q1 2023 | $1,928,544 | -18.6% | 13,882 | -29.4% | 0.00% | -25.0% |
Q4 2022 | $2,368,765 | +40.6% | 19,654 | +39.4% | 0.00% | +33.3% |
Q3 2022 | $1,685,000 | +11.2% | 14,103 | +16.6% | 0.00% | +50.0% |
Q2 2022 | $1,515,000 | -19.5% | 12,099 | +2.0% | 0.00% | -33.3% |
Q1 2022 | $1,883,000 | +39.0% | 11,858 | +51.6% | 0.00% | +50.0% |
Q4 2021 | $1,355,000 | +37.8% | 7,820 | +21.5% | 0.00% | +100.0% |
Q3 2021 | $983,000 | +7.2% | 6,437 | +5.7% | 0.00% | 0.0% |
Q2 2021 | $917,000 | +38.9% | 6,087 | +24.2% | 0.00% | 0.0% |
Q1 2021 | $660,000 | +7.3% | 4,901 | +5.9% | 0.00% | 0.0% |
Q4 2020 | $615,000 | +16.7% | 4,628 | +6.7% | 0.00% | 0.0% |
Q3 2020 | $527,000 | +31.1% | 4,339 | +15.0% | 0.00% | 0.0% |
Q2 2020 | $402,000 | +50.6% | 3,774 | +19.2% | 0.00% | 0.0% |
Q1 2020 | $267,000 | +24.2% | 3,165 | +42.4% | 0.00% | – |
Q4 2019 | $215,000 | -86.3% | 2,222 | -87.9% | 0.00% | -100.0% |
Q2 2019 | $1,570,000 | – | 18,297 | – | 0.00% | – |
Download |
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% |