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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $326,000 | +6.2% | 4,165 | 0.0% | 0.03% | +3.2% |
| Q1 2018 | $307,000 | +0.7% | 4,165 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $305,000 | +8.2% | 4,165 | 0.0% | 0.03% | +3.3% |
| Q3 2017 | $282,000 | +4.8% | 4,165 | 0.0% | 0.03% | +3.4% |
| Q2 2017 | $269,000 | +5.1% | 4,165 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $256,000 | +8.9% | 4,165 | 0.0% | 0.03% | +3.6% |
| Q4 2016 | $235,000 | +0.9% | 4,165 | 0.0% | 0.03% | -3.4% |
| Q3 2016 | $233,000 | -14.3% | 4,165 | -17.7% | 0.03% | -17.1% |
| Q2 2016 | $272,000 | 0.0% | 5,058 | 0.0% | 0.04% | -5.4% |
| Q1 2016 | $272,000 | -38.0% | 5,058 | -38.3% | 0.04% | -38.3% |
| Q4 2015 | $439,000 | – | 8,198 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 67,834 | $10,434,904 | 20.21% |
| First Citizens Asset Management, Inc. | 257,913 | $39,674,765 | 16.86% |
| FIRST CITIZENS BANK & TRUST CO | 4,460,656 | $686,182,712 | 13.36% |
| SOA Wealth Advisors, LLC. | 310,727 | $47,799,157 | 11.88% |
| Simplicity Wealth,LLC | 111,928 | $17,217,877 | 10.08% |
| Kingdom Financial Group LLC. | 65,691 | $10,105,246 | 9.52% |
| Baystate Wealth Management LLC | 680,054 | $104,612,708 | 8.62% |
| Intelligence Driven Advisers, LLC | 310,732 | $48,101,365 | 8.54% |
| Cosner Financial Group, LLC | 57,410 | $8,831,380 | 7.78% |
| Aspire Capital Advisors LLC | 104,405 | $16,060,616 | 7.31% |