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 | $92,384,712 | -18.8% | 600,564 | -16.3% | 0.15% | -18.5% |
| Q2 2023 | $113,729,131 | -2.2% | 717,262 | -14.3% | 0.19% | -5.5% |
| Q1 2023 | $116,330,847 | +15.1% | 837,334 | -0.1% | 0.20% | +12.4% |
| Q4 2022 | $101,039,322 | +14.0% | 838,292 | +13.0% | 0.18% | +4.7% |
| Q3 2022 | $88,658,000 | +28.8% | 741,974 | +35.0% | 0.17% | +34.9% |
| Q2 2022 | $68,821,000 | -13.0% | 549,514 | +10.4% | 0.13% | +0.8% |
| Q1 2022 | $79,071,000 | +24.3% | 497,713 | +35.7% | 0.12% | +28.9% |
| Q4 2021 | $63,593,000 | +25.9% | 366,848 | +10.9% | 0.10% | +16.9% |
| Q3 2021 | $50,509,000 | +3.3% | 330,841 | +1.9% | 0.08% | +3.8% |
| Q2 2021 | $48,919,000 | +33.9% | 324,830 | +19.6% | 0.08% | +25.0% |
| Q1 2021 | $36,532,000 | -7.4% | 271,531 | -8.4% | 0.06% | -14.7% |
| Q4 2020 | $39,452,000 | -12.4% | 296,537 | -20.1% | 0.08% | -23.5% |
| Q3 2020 | $45,018,000 | +13.5% | 370,918 | -0.3% | 0.10% | +10.1% |
| Q2 2020 | $39,659,000 | +60.6% | 371,966 | +26.9% | 0.09% | +36.9% |
| Q1 2020 | $24,687,000 | -10.1% | 293,171 | +3.1% | 0.06% | +16.1% |
| Q4 2019 | $27,457,000 | +47.2% | 284,294 | +32.7% | 0.06% | -82.5% |
| Q3 2019 | $18,652,000 | -10.5% | 214,243 | -11.8% | 0.32% | -11.4% |
| Q2 2019 | $20,851,000 | +3.9% | 243,019 | -0.4% | 0.36% | +0.8% |
| Q1 2019 | $20,061,000 | +2.9% | 243,971 | -10.2% | 0.36% | -10.5% |
| Q4 2018 | $19,501,000 | -9.3% | 271,798 | +8.0% | 0.40% | +3.4% |
| Q3 2018 | $21,507,000 | +9.7% | 251,776 | +0.5% | 0.39% | +3.8% |
| Q2 2018 | $19,613,000 | +17.1% | 250,427 | +10.3% | 0.37% | +16.6% |
| Q1 2018 | $16,753,000 | +3.7% | 227,097 | +2.9% | 0.32% | +6.0% |
| Q4 2017 | $16,151,000 | +25.5% | 220,797 | +16.4% | 0.30% | +20.8% |
| Q3 2017 | $12,868,000 | +1.0% | 189,737 | -3.9% | 0.25% | -1.2% |
| Q2 2017 | $12,736,000 | +5.8% | 197,513 | +0.9% | 0.25% | +4.5% |
| Q1 2017 | $12,041,000 | +9.7% | 195,692 | +0.4% | 0.24% | +8.0% |
| Q4 2016 | $10,981,000 | -13.8% | 194,978 | -14.5% | 0.22% | -14.5% |
| Q3 2016 | $12,740,000 | +8.0% | 228,070 | +4.1% | 0.26% | +5.6% |
| Q2 2016 | $11,796,000 | +21.2% | 219,133 | +21.0% | 0.25% | -1.6% |
| Q1 2016 | $9,731,000 | +12.5% | 181,104 | +12.1% | 0.25% | +12.5% |
| Q4 2015 | $8,650,000 | +7.3% | 161,555 | -1.0% | 0.22% | +6.7% |
| Q3 2015 | $8,065,000 | -3.6% | 163,134 | +1.6% | 0.21% | -7.1% |
| Q2 2015 | $8,365,000 | +5.4% | 160,566 | +4.8% | 0.23% | -0.9% |
| Q1 2015 | $7,937,000 | +14.2% | 153,275 | +11.2% | 0.23% | +11.8% |
| Q4 2014 | $6,952,000 | +9.8% | 137,852 | +5.8% | 0.20% | +6.8% |
| Q3 2014 | $6,330,000 | +362.7% | 130,353 | +354.9% | 0.19% | +365.9% |
| Q2 2014 | $1,368,000 | +7.0% | 28,653 | +1.5% | 0.04% | +2.5% |
| Q1 2014 | $1,278,000 | +6.6% | 28,227 | +6.3% | 0.04% | +2.6% |
| Q4 2013 | $1,199,000 | +30.6% | 26,552 | +17.9% | 0.04% | +18.2% |
| Q3 2013 | $918,000 | – | 22,530 | – | 0.03% | – |
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% |