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 2022 | $311,000 | -26.1% | 2,479 | -6.3% | 0.03% | -3.1% |
| Q1 2022 | $421,000 | +13.8% | 2,647 | -3.9% | 0.03% | -5.9% |
| Q1 2021 | $370,000 | +57.4% | 2,753 | -3.6% | 0.03% | -37.0% |
| Q1 2019 | $235,000 | +0.9% | 2,857 | -12.1% | 0.05% | -25.0% |
| Q4 2018 | $233,000 | -15.6% | 3,249 | +0.6% | 0.07% | 0.0% |
| Q3 2018 | $276,000 | +23.8% | 3,229 | +13.3% | 0.07% | +18.0% |
| Q2 2018 | $223,000 | +6.2% | 2,850 | 0.0% | 0.06% | -4.7% |
| Q1 2018 | $210,000 | +87.5% | 2,850 | +23.9% | 0.06% | +1.6% |
| Q3 2014 | $112,000 | – | 2,300 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |