ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 91 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $23,392,000 | +12.5% | 242,868 | +1.7% | 0.15% | +2.8% |
| Q3 2019 | $20,785,000 | +1.1% | 238,744 | -0.4% | 0.14% | -4.0% |
| Q2 2019 | $20,566,000 | -11.6% | 239,640 | -15.3% | 0.15% | -16.3% |
| Q1 2019 | $23,273,000 | +23.3% | 283,015 | +7.6% | 0.18% | +4.7% |
| Q4 2018 | $18,870,000 | -43.3% | 262,988 | -32.5% | 0.17% | -39.1% |
| Q3 2018 | $33,286,000 | +47.1% | 389,672 | +27.1% | 0.28% | +32.2% |
| Q2 2018 | $22,623,000 | 0.0% | 306,670 | 0.0% | 0.21% | 0.0% |
| Q1 2018 | $22,623,000 | -2.1% | 306,670 | -3.0% | 0.21% | -4.5% |
| Q4 2017 | $23,119,000 | +13.5% | 316,047 | +5.2% | 0.22% | 0.0% |
| Q3 2017 | $20,369,000 | +5.9% | 300,332 | +0.7% | 0.22% | -2.2% |
| Q2 2017 | $19,226,000 | +35.7% | 298,171 | +29.5% | 0.23% | +25.6% |
| Q1 2017 | $14,168,000 | +12.6% | 230,267 | +3.1% | 0.18% | +2.9% |
| Q4 2016 | $12,580,000 | +3.1% | 223,353 | +2.2% | 0.18% | -4.4% |
| Q3 2016 | $12,207,000 | +8.2% | 218,537 | +4.3% | 0.18% | +1.7% |
| Q2 2016 | $11,279,000 | +5.6% | 209,525 | +5.4% | 0.18% | -4.3% |
| Q1 2016 | $10,682,000 | +2703.7% | 198,816 | +2698.3% | 0.19% | +2585.7% |
| Q4 2015 | $381,000 | +28.7% | 7,105 | +18.7% | 0.01% | +16.7% |
| Q3 2015 | $296,000 | -11.6% | 5,986 | -6.8% | 0.01% | 0.0% |
| Q2 2015 | $335,000 | +1.5% | 6,425 | +0.8% | 0.01% | 0.0% |
| Q1 2015 | $330,000 | +10.0% | 6,377 | +7.4% | 0.01% | -14.3% |
| Q4 2014 | $300,000 | – | 5,938 | – | 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% |