ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 70 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $387,000 | +9.0% | 4,530 | 0.0% | 0.06% | +7.8% |
| Q2 2018 | $355,000 | -51.3% | 4,530 | -60.7% | 0.05% | -7.3% |
| Q1 2018 | $729,000 | +64.6% | 11,540 | +90.6% | 0.06% | -9.8% |
| Q4 2017 | $443,000 | +6.5% | 6,055 | -1.4% | 0.06% | +3.4% |
| Q3 2017 | $416,000 | +5.1% | 6,140 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $396,000 | -8.1% | 6,140 | -12.3% | 0.06% | -16.9% |
| Q1 2017 | $431,000 | +9.4% | 7,000 | 0.0% | 0.07% | +10.9% |
| Q4 2016 | $394,000 | -51.0% | 7,000 | -51.4% | 0.06% | -7.2% |
| Q3 2016 | $804,000 | +58.0% | 14,400 | +52.4% | 0.07% | -27.4% |
| Q2 2016 | $509,000 | -49.9% | 9,450 | -50.0% | 0.10% | -1.0% |
| Q1 2016 | $1,016,000 | +64.9% | 18,900 | +64.3% | 0.10% | -6.8% |
| Q4 2015 | $616,000 | – | 11,500 | – | 0.10% | – |
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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% |