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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |