ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 23 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $300,000 | +47.8% | 6,128 | +60.8% | 0.02% | +38.9% |
| Q2 2015 | $203,000 | -100.0% | 3,810 | -55.8% | 0.02% | -40.0% |
| Q4 2014 | $428,477,000 | +101676.0% | 8,623 | -0.7% | 0.03% | -6.2% |
| Q3 2014 | $421,000 | +4.2% | 8,687 | +2.6% | 0.03% | 0.0% |
| Q2 2014 | $404,000 | +7.4% | 8,470 | +3.1% | 0.03% | 0.0% |
| Q1 2014 | $376,000 | +11.9% | 8,213 | +10.8% | 0.03% | +6.7% |
| Q4 2013 | $336,000 | +12.8% | 7,414 | +2.6% | 0.03% | +3.4% |
| Q3 2013 | $298,000 | – | 7,227 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 2,856,972 | $380,091,000 | 19.41% |
| Strategic Equity Management | 261,227 | $34,754,000 | 15.58% |
| Horst & Graben Wealth Management LLC | 238,052 | $31,670,000 | 10.92% |
| FundX Investment Group, LLC | 175,493 | $23,348,000 | 9.74% |
| Crumly & Associates Inc. | 99,182 | $13,501,000 | 9.48% |
| Baystate Wealth Management LLC | 611,132 | $81,305,000 | 9.26% |
| Atlantic Union Bankshares Corp | 543,500 | $72,307,000 | 7.51% |
| Stonebridge Financial Planning Group, LLC | 78,565 | $10,452,000 | 6.62% |
| Legacy Wealth Planning, LLC | 27,043 | $3,598,000 | 4.62% |
| Global Wealth Management Investment Advisory, Inc. | 81,948 | $10,902,000 | 4.22% |