ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 39 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $6,000 | -40.0% | 89 | -47.3% | 0.00% | -66.7% |
| Q1 2017 | $10,000 | +11.1% | 169 | +0.6% | 0.00% | +50.0% |
| Q4 2016 | $9,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | -35.7% | 168 | -36.8% | 0.00% | -50.0% |
| Q2 2016 | $14,000 | 0.0% | 266 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $14,000 | -17.6% | 266 | -15.6% | 0.00% | -20.0% |
| Q4 2015 | $17,000 | +13.3% | 315 | +1.0% | 0.01% | 0.0% |
| Q3 2015 | $15,000 | -6.2% | 312 | +0.3% | 0.01% | +25.0% |
| Q2 2015 | $16,000 | 0.0% | 311 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $16,000 | 0.0% | 311 | +0.3% | 0.00% | +33.3% |
| Q4 2014 | $16,000 | +6.7% | 310 | +0.3% | 0.00% | 0.0% |
| Q3 2014 | $15,000 | 0.0% | 309 | +1.0% | 0.00% | 0.0% |
| Q2 2014 | $15,000 | +7.1% | 306 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $14,000 | -17.6% | 306 | -18.6% | 0.00% | +50.0% |
| Q4 2013 | $17,000 | +41.7% | 376 | +23.7% | 0.00% | 0.0% |
| Q3 2013 | $12,000 | +9.1% | 304 | +1.0% | 0.00% | 0.0% |
| Q2 2013 | $11,000 | – | 301 | – | 0.00% | – |
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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% |