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 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 | 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% |