ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 70 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $512,520,000 | +9.1% | 6,000 | 0.0% | 0.17% | +1.2% |
| Q2 2018 | $469,920,000 | +6.2% | 6,000 | 0.0% | 0.16% | +13.9% |
| Q1 2018 | $442,620,000 | +0.8% | 6,000 | 0.0% | 0.14% | -21.3% |
| Q4 2017 | $438,900,000 | +7.9% | 6,000 | 0.0% | 0.18% | +30.7% |
| Q3 2017 | $406,920,000 | +5.2% | 6,000 | 0.0% | 0.14% | -9.7% |
| Q2 2017 | $386,880,000 | +4.8% | 6,000 | 0.0% | 0.16% | -6.6% |
| Q1 2017 | $369,180,000 | +9.3% | 6,000 | 0.0% | 0.17% | +21.2% |
| Q4 2016 | $337,920,000 | +0.8% | 6,000 | 0.0% | 0.14% | -2.8% |
| Q3 2016 | $335,160,000 | +3.8% | 6,000 | 0.0% | 0.14% | +6.0% |
| Q2 2016 | $322,980,000 | +0.2% | 6,000 | 0.0% | 0.13% | -8.3% |
| Q1 2016 | $322,380,000 | +0.4% | 6,000 | 0.0% | 0.14% | -2.0% |
| Q4 2015 | $321,240,000 | +8.3% | 6,000 | 0.0% | 0.15% | +7.2% |
| Q3 2015 | $296,640,000 | -5.1% | 6,000 | 0.0% | 0.14% | +21.1% |
| Q2 2015 | $312,600,000 | +0.6% | 6,000 | 0.0% | 0.11% | -3.4% |
| Q1 2015 | $310,680,000 | +2.7% | 6,000 | 0.0% | 0.12% | 0.0% |
| Q4 2014 | $302,580,000 | – | 6,000 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aspire Capital Advisors LLC | 63,048 | $10,929,000 | 36.51% |
| FIRST CITIZENS BANK & TRUST CO | 3,571,786 | $619,169,000 | 24.22% |
| Baystate Wealth Management LLC | 584,718 | $101,361,000 | 9.15% |
| Strategic Equity Management | 161,883 | $28,062,000 | 8.78% |
| Atlantic Union Bankshares Corp | 519,720 | $90,094,000 | 7.64% |
| Mason & Associates Inc | 133,826 | $23,199,000 | 7.05% |
| Stonebridge Financial Planning Group, LLC | 82,606 | $12,852,000 | 6.74% |
| Crumly & Associates Inc. | 105,796 | $16,517,000 | 6.52% |
| SURIENCE PRIVATE WEALTH LLC | 43,254 | $7,498,000 | 6.11% |
| Legacy Wealth Planning, LLC | 27,791 | $4,818,000 | 5.50% |