ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 51 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $24,000 | -60.0% | 279 | -63.8% | 0.01% | -66.7% |
| Q2 2018 | $60,000 | +5.3% | 771 | 0.0% | 0.02% | +7.1% |
| Q1 2018 | $57,000 | +1.8% | 771 | +0.1% | 0.01% | +7.7% |
| Q4 2017 | $56,000 | -47.2% | 770 | -50.8% | 0.01% | -51.9% |
| Q3 2017 | $106,000 | +5.0% | 1,565 | +0.3% | 0.03% | -6.9% |
| Q2 2017 | $101,000 | +5.2% | 1,561 | 0.0% | 0.03% | -9.4% |
| Q1 2017 | $96,000 | +9.1% | 1,561 | +0.3% | 0.03% | -11.1% |
| Q4 2016 | $88,000 | +1.1% | 1,557 | +0.5% | 0.04% | -7.7% |
| Q3 2016 | $87,000 | +4.8% | 1,549 | +0.3% | 0.04% | +11.4% |
| Q2 2016 | $83,000 | +260.9% | 1,544 | +267.6% | 0.04% | +250.0% |
| Q1 2016 | $23,000 | +4.5% | 420 | 0.0% | 0.01% | -9.1% |
| Q4 2015 | $22,000 | +4.8% | 420 | 0.0% | 0.01% | -8.3% |
| Q3 2015 | $21,000 | – | 420 | – | 0.01% | – |
Download | ||||||
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% |