ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 114 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |