ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 50 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
| SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
| Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
| Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
| Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
| Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
| Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
| Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
| Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |