ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 99 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $83,000 | +15.3% | 1,008 | 0.0% | 0.03% | +10.0% |
Q4 2018 | $72,000 | -7.7% | 1,008 | 0.0% | 0.03% | -6.2% |
Q3 2018 | $78,000 | -1.3% | 1,008 | 0.0% | 0.03% | +6.7% |
Q2 2018 | $79,000 | -51.5% | 1,008 | -54.3% | 0.03% | -50.0% |
Q1 2018 | $163,000 | +34.7% | 2,204 | +33.4% | 0.06% | +36.4% |
Q4 2017 | $121,000 | – | 1,652 | – | 0.04% | – |
Download |
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% |