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 | $88,653,105 | +94169.7% | 576,306 | -2.8% | 3.90% | -0.4% |
| Q2 2023 | $94,042 | +13.5% | 593,102 | -0.5% | 3.92% | +7.0% |
| Q1 2023 | $82,848 | +24.9% | 596,325 | +8.3% | 3.66% | +21.5% |
| Q4 2022 | $66,358 | -99.9% | 550,551 | -8.5% | 3.01% | -14.2% |
| Q3 2022 | $71,913,000 | +7.3% | 601,831 | +12.5% | 3.51% | +13.9% |
| Q2 2022 | $67,001,000 | +267.7% | 534,980 | +366.5% | 3.08% | +333.6% |
| Q1 2022 | $18,220,000 | -6.0% | 114,686 | +2.5% | 0.71% | +2.0% |
| Q4 2021 | $19,389,000 | +13.3% | 111,851 | -0.2% | 0.70% | +5.4% |
| Q3 2021 | $17,114,000 | +8.5% | 112,094 | +7.0% | 0.66% | +9.8% |
| Q2 2021 | $15,776,000 | +13.9% | 104,755 | +1.7% | 0.60% | +8.9% |
| Q1 2021 | $13,853,000 | +15.9% | 102,968 | +14.6% | 0.55% | +10.2% |
| Q4 2020 | $11,952,000 | +24.9% | 89,836 | +13.9% | 0.50% | +13.1% |
| Q3 2020 | $9,571,000 | +26.1% | 78,857 | +10.8% | 0.44% | +19.0% |
| Q2 2020 | $7,588,000 | +365.8% | 71,173 | +268.0% | 0.37% | +288.5% |
| Q1 2020 | $1,629,000 | -6.1% | 19,340 | +7.7% | 0.10% | +9.1% |
| Q4 2019 | $1,734,000 | +19.5% | 17,956 | +7.7% | 0.09% | +11.4% |
| Q3 2019 | $1,451,000 | +7.8% | 16,670 | +6.3% | 0.08% | +8.2% |
| Q2 2019 | $1,346,000 | +22.0% | 15,681 | +16.9% | 0.07% | +21.7% |
| Q1 2019 | $1,103,000 | +56.9% | 13,414 | +37.0% | 0.06% | +39.5% |
| Q4 2018 | $703,000 | +1.3% | 9,793 | +20.5% | 0.04% | +16.2% |
| Q3 2018 | $694,000 | +236.9% | 8,124 | +208.4% | 0.04% | +236.4% |
| Q2 2018 | $206,000 | -1.0% | 2,634 | -6.4% | 0.01% | -8.3% |
| Q1 2018 | $208,000 | – | 2,814 | – | 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% |