ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 70 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $23,000 | +27.8% | 219 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -14.3% | 219 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $21,000 | +10.5% | 219 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $19,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | +5.6% | 219 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $18,000 | +12.5% | 219 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -15.8% | 219 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | +11.8% | 219 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | +6.2% | 219 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | +6.7% | 219 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | -21.1% | 219 | -24.0% | 0.00% | 0.0% |
| Q2 2017 | $19,000 | +5.6% | 288 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $18,000 | +12.5% | 288 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $16,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | 0.0% | 288 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $16,000 | +6.7% | 288 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $15,000 | +87.5% | 288 | +92.0% | 0.01% | +66.7% |
| Q2 2015 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |