ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 43 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $956,000 | +30.6% | 19,332 | +37.7% | 0.00% | +33.3% |
| Q2 2015 | $732,000 | +56.7% | 14,041 | +55.5% | 0.00% | +50.0% |
| Q1 2015 | $467,000 | +2.6% | 9,027 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $455,000 | +2.7% | 9,027 | -1.1% | 0.00% | 0.0% |
| Q3 2014 | $443,000 | -0.7% | 9,131 | -2.2% | 0.00% | 0.0% |
| Q2 2014 | $446,000 | -2.2% | 9,340 | -7.1% | 0.00% | 0.0% |
| Q1 2014 | $456,000 | -16.5% | 10,056 | -16.8% | 0.00% | 0.0% |
| Q4 2013 | $546,000 | +6.4% | 12,083 | -4.0% | 0.00% | 0.0% |
| Q3 2013 | $513,000 | +6.9% | 12,583 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $480,000 | – | 12,583 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |