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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,902,000 | -0.1% | 32,153 | -12.2% | 0.13% | -9.0% |
| Q2 2020 | $3,906,000 | +48.5% | 36,638 | +17.3% | 0.14% | +27.4% |
| Q1 2020 | $2,631,000 | +8.0% | 31,241 | +23.5% | 0.11% | +37.8% |
| Q4 2019 | $2,437,000 | +170.5% | 25,296 | +144.8% | 0.08% | +156.2% |
| Q3 2019 | $901,000 | +91.3% | 10,334 | +88.2% | 0.03% | +100.0% |
| Q2 2019 | $471,000 | +161.7% | 5,491 | +120.5% | 0.02% | +128.6% |
| Q4 2017 | $180,000 | -53.1% | 2,490 | -55.8% | 0.01% | -58.8% |
| Q3 2017 | $384,000 | +26.7% | 5,631 | +20.7% | 0.02% | +21.4% |
| Q2 2017 | $303,000 | -47.0% | 4,664 | -57.8% | 0.01% | -63.2% |
| Q1 2015 | $572,000 | -1.0% | 11,058 | -3.1% | 0.04% | -9.5% |
| Q4 2014 | $578,000 | +8.9% | 11,409 | +4.4% | 0.04% | 0.0% |
| Q3 2014 | $531,000 | +3.5% | 10,930 | +1.9% | 0.04% | +10.5% |
| Q2 2014 | $513,000 | – | 10,729 | – | 0.04% | – |
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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% |