ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 54 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $11,664,000 | +12.3% | 171,989 | +6.8% | 0.07% | +6.1% |
| Q2 2017 | $10,384,000 | +11.6% | 161,041 | +6.5% | 0.07% | +6.5% |
| Q1 2017 | $9,307,000 | +11.1% | 151,261 | +1.7% | 0.06% | 0.0% |
| Q4 2016 | $8,376,000 | +8.2% | 148,713 | +7.4% | 0.06% | +1.6% |
| Q3 2016 | $7,738,000 | +8.1% | 138,521 | +4.1% | 0.06% | +1.7% |
| Q2 2016 | $7,161,000 | +5.9% | 133,032 | +5.7% | 0.06% | 0.0% |
| Q1 2016 | $6,764,000 | +5.6% | 125,892 | +5.2% | 0.06% | -1.6% |
| Q4 2015 | $6,408,000 | +16.7% | 119,693 | +7.7% | 0.06% | +5.2% |
| Q3 2015 | $5,493,000 | +4.1% | 111,105 | +9.7% | 0.06% | +11.5% |
| Q2 2015 | $5,277,000 | +20.1% | 101,286 | +19.4% | 0.05% | +13.0% |
| Q1 2015 | $4,393,000 | +63.7% | 84,835 | +59.4% | 0.05% | +53.3% |
| Q4 2014 | $2,684,000 | +120.7% | 53,227 | +112.6% | 0.03% | +100.0% |
| Q3 2014 | $1,216,000 | +43.6% | 25,041 | +41.1% | 0.02% | +50.0% |
| Q2 2014 | $847,000 | -1.7% | 17,751 | -6.7% | 0.01% | -16.7% |
| Q1 2014 | $862,000 | +11.2% | 19,032 | +10.9% | 0.01% | +9.1% |
| Q4 2013 | $775,000 | +35.5% | 17,157 | +22.2% | 0.01% | +22.2% |
| Q3 2013 | $572,000 | +0.4% | 14,039 | -6.2% | 0.01% | -10.0% |
| Q2 2013 | $570,000 | – | 14,962 | – | 0.01% | – |
Download | ||||||
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% |