ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 97 filers reported holding ISHARES TR in Q3 2018. 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 ↓ |
|---|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 67,834 | $10,434,904 | 20.21% |
| First Citizens Asset Management, Inc. | 257,913 | $39,674,765 | 16.86% |
| FIRST CITIZENS BANK & TRUST CO | 4,460,656 | $686,182,712 | 13.36% |
| SOA Wealth Advisors, LLC. | 310,727 | $47,799,157 | 11.88% |
| Simplicity Wealth,LLC | 111,928 | $17,217,877 | 10.08% |
| Kingdom Financial Group LLC. | 65,691 | $10,105,246 | 9.52% |
| Baystate Wealth Management LLC | 680,054 | $104,612,708 | 8.62% |
| Intelligence Driven Advisers, LLC | 310,732 | $48,101,365 | 8.54% |
| Cosner Financial Group, LLC | 57,410 | $8,831,380 | 7.78% |
| Aspire Capital Advisors LLC | 104,405 | $16,060,616 | 7.31% |