ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 30 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,662,000 | +14.1% | 29,503 | +13.2% | 0.05% | +8.0% |
| Q3 2016 | $1,456,000 | +122.6% | 26,070 | +114.6% | 0.05% | +117.4% |
| Q2 2016 | $654,000 | +8.1% | 12,148 | +7.8% | 0.02% | -8.0% |
| Q1 2016 | $605,000 | +611.8% | 11,264 | +607.5% | 0.02% | +525.0% |
| Q4 2015 | $85,000 | +254.2% | 1,592 | +224.2% | 0.00% | +100.0% |
| Q3 2015 | $24,000 | -99.2% | 491 | -99.1% | 0.00% | -99.0% |
| Q2 2015 | $2,870,000 | -12.7% | 55,089 | -13.3% | 0.20% | -11.3% |
| Q1 2015 | $3,289,000 | -25.4% | 63,515 | -27.4% | 0.23% | -52.0% |
| Q4 2014 | $4,411,000 | +15.6% | 87,458 | +11.2% | 0.48% | +4.1% |
| Q3 2014 | $3,817,000 | +5.7% | 78,614 | +3.9% | 0.46% | -4.8% |
| Q2 2014 | $3,611,000 | -43.8% | 75,647 | -46.7% | 0.48% | +3.4% |
| Q1 2014 | $6,430,000 | +111.0% | 141,956 | +110.3% | 0.47% | +0.4% |
| Q4 2013 | $3,048,000 | +14.2% | 67,501 | +3.1% | 0.46% | -0.2% |
| Q3 2013 | $2,668,000 | +56.9% | 65,484 | +46.8% | 0.47% | +36.7% |
| Q2 2013 | $1,700,000 | – | 44,599 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Baystate Wealth Management LLC | 772,784 | $74,635,000 | 9.09% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 381,610 | $36,856,000 | 8.48% |
| Great Lakes Retirement, Inc. | 256,191 | $24,751,000 | 7.61% |
| Atlantic Union Bankshares Corp | 494,006 | $47,711,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 55,346 | $5,345,000 | 4.83% |
| Global Wealth Management Investment Advisory, Inc. | 97,834 | $9,449,000 | 4.00% |
| Simplicity Solutions, LLC | 1,302,972 | $125,841,000 | 3.83% |
| Legacy Wealth Planning, LLC | 31,027 | $2,997,000 | 3.39% |
| Stokes Capital Advisors, LLC | 57,511 | $5,554,000 | 2.80% |
| AE Wealth Management LLC | 1,334,692 | $128,905,000 | 2.80% |