ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 61 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |