ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 114 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $1,803,000 | +467.0% | 21,412 | +550.4% | 0.24% | +620.6% |
Q4 2019 | $318,000 | +5.6% | 3,292 | -4.7% | 0.03% | -15.0% |
Q3 2019 | $301,000 | +8.3% | 3,456 | +6.8% | 0.04% | +11.1% |
Q2 2019 | $278,000 | -86.3% | 3,237 | -86.9% | 0.04% | -88.0% |
Q1 2019 | $2,028,000 | +904.0% | 24,663 | +774.0% | 0.30% | +650.0% |
Q4 2018 | $202,000 | – | 2,822 | – | 0.04% | – |
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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% |