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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,327,000 | -17.4% | 39,507 | -5.3% | 0.64% | -1.7% |
| Q4 2019 | $4,027,000 | +21.6% | 41,701 | +9.6% | 0.65% | +11.6% |
| Q3 2019 | $3,313,000 | -24.8% | 38,051 | -26.0% | 0.58% | -26.3% |
| Q2 2019 | $4,408,000 | +34.5% | 51,420 | -0.7% | 0.79% | +99.0% |
| Q1 2019 | $3,278,000 | -6.8% | 51,807 | +5.8% | 0.40% | -47.0% |
| Q4 2018 | $3,518,000 | -89.4% | 48,957 | -97.8% | 0.75% | +80.1% |
| Q3 2018 | $33,140,000 | -18.4% | 2,277,065 | -28.8% | 0.42% | -9.0% |
| Q2 2018 | $40,590,000 | +1302.6% | 3,197,469 | +7845.0% | 0.46% | -17.0% |
| Q1 2018 | $2,894,000 | +3.1% | 40,245 | +8.6% | 0.55% | +4.7% |
| Q4 2017 | $2,806,000 | +23.3% | 37,041 | +11.8% | 0.53% | +11.7% |
| Q3 2017 | $2,276,000 | +26.0% | 33,140 | +18.5% | 0.47% | +16.5% |
| Q2 2017 | $1,807,000 | +224.4% | 27,962 | +208.6% | 0.40% | +193.5% |
| Q1 2017 | $557,000 | – | 9,062 | – | 0.14% | – |
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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% |