ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 54 filers reported holding ISHARES TR in Q3 2016. 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% | – |
Download | ||||||
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% |