ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 189 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,457,440 | +11.1% | 1,348,379 | +14.5% | 0.07% | +15.3% |
| Q2 2023 | $186,713,587 | +11.6% | 1,178,136 | -2.1% | 0.06% | +7.3% |
| Q1 2023 | $167,333,621 | +45.7% | 1,203,585 | +26.3% | 0.06% | +41.0% |
| Q4 2022 | $114,829,000 | +17.2% | 953,111 | +16.2% | 0.04% | +8.3% |
| Q3 2022 | $97,970,000 | +15.1% | 820,315 | +20.7% | 0.04% | +20.0% |
| Q2 2022 | $85,111,000 | -25.1% | 679,596 | -5.0% | 0.03% | -11.8% |
| Q1 2022 | $113,621,000 | +26.3% | 715,392 | +37.8% | 0.03% | +36.0% |
| Q4 2021 | $89,944,000 | +10.5% | 519,206 | -2.6% | 0.02% | -3.8% |
| Q3 2021 | $81,378,000 | +30.6% | 533,336 | +28.9% | 0.03% | +36.8% |
| Q2 2021 | $62,308,000 | +26.5% | 413,788 | +10.9% | 0.02% | +18.8% |
| Q1 2021 | $49,268,000 | +0.5% | 373,157 | +1.2% | 0.02% | -5.9% |
| Q4 2020 | $49,029,000 | +10.4% | 368,788 | +1.1% | 0.02% | -5.6% |
| Q3 2020 | $44,401,000 | +21.9% | 364,690 | +6.7% | 0.02% | +12.5% |
| Q2 2020 | $36,436,000 | +25.1% | 341,678 | -1.2% | 0.02% | +6.7% |
| Q1 2020 | $29,135,000 | -4.7% | 345,877 | +9.2% | 0.02% | +15.4% |
| Q4 2019 | $30,580,000 | +13.6% | 316,616 | +2.5% | 0.01% | +8.3% |
| Q3 2019 | $26,921,000 | +17.7% | 308,948 | +15.9% | 0.01% | +20.0% |
| Q2 2019 | $22,870,000 | -0.8% | 266,540 | -5.1% | 0.01% | -9.1% |
| Q1 2019 | $23,056,000 | +33.3% | 280,785 | +16.4% | 0.01% | +22.2% |
| Q4 2018 | $17,300,000 | -14.0% | 241,221 | +2.4% | 0.01% | +28.6% |
| Q3 2018 | $20,116,000 | -0.3% | 235,463 | -8.6% | 0.01% | -22.2% |
| Q2 2018 | $20,180,000 | +14.6% | 257,665 | +8.0% | 0.01% | +12.5% |
| Q1 2018 | $17,602,000 | -3.9% | 238,559 | -4.6% | 0.01% | 0.0% |
| Q4 2017 | $18,319,000 | +12.4% | 250,070 | +4.1% | 0.01% | 0.0% |
| Q3 2017 | $16,296,000 | +12.9% | 240,316 | +7.4% | 0.01% | +14.3% |
| Q2 2017 | $14,431,000 | +19.8% | 223,836 | +14.3% | 0.01% | +16.7% |
| Q1 2017 | $12,045,000 | +30.0% | 195,780 | +19.0% | 0.01% | +20.0% |
| Q4 2016 | $9,266,000 | +16.3% | 164,587 | +15.2% | 0.01% | +25.0% |
| Q3 2016 | $7,968,000 | +15.4% | 142,840 | +11.4% | 0.00% | 0.0% |
| Q2 2016 | $6,904,000 | +36.6% | 128,256 | +39.8% | 0.00% | +33.3% |
| Q1 2016 | $5,055,000 | +14.1% | 91,728 | +10.8% | 0.00% | 0.0% |
| Q4 2015 | $4,431,000 | +37.9% | 82,754 | +28.1% | 0.00% | +50.0% |
| Q3 2015 | $3,213,000 | -17.9% | 64,592 | -14.0% | 0.00% | 0.0% |
| Q2 2015 | $3,915,000 | -32.8% | 75,148 | -33.2% | 0.00% | -33.3% |
| Q1 2015 | $5,826,000 | -9.0% | 112,515 | -11.4% | 0.00% | -25.0% |
| Q4 2014 | $6,401,000 | +2.0% | 126,926 | -1.5% | 0.00% | 0.0% |
| Q3 2014 | $6,275,000 | -3.1% | 128,879 | -5.0% | 0.00% | 0.0% |
| Q2 2014 | $6,474,000 | -1.9% | 135,620 | -7.0% | 0.00% | 0.0% |
| Q1 2014 | $6,597,000 | -10.9% | 145,772 | -11.1% | 0.00% | 0.0% |
| Q4 2013 | $7,406,000 | +11.6% | 163,987 | +1.0% | 0.00% | 0.0% |
| Q3 2013 | $6,636,000 | +2.1% | 162,345 | -4.8% | 0.00% | -20.0% |
| Q2 2013 | $6,501,000 | – | 170,579 | – | 0.01% | – |
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% |