ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 91 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $29,000 | 0.0% | 338 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $29,000 | +3.6% | 338 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $28,000 | +16.7% | 338 | 0.0% | 0.02% | +22.2% |
| Q4 2018 | $24,000 | -27.3% | 338 | -12.4% | 0.02% | -14.3% |
| Q3 2018 | $33,000 | -86.9% | 386 | -88.0% | 0.02% | -88.6% |
| Q2 2018 | $252,000 | -95.6% | 3,223 | -95.8% | 0.18% | -91.6% |
| Q1 2018 | $5,709,000 | +213.3% | 77,387 | +210.8% | 2.18% | +285.5% |
| Q4 2017 | $1,822,000 | +10.9% | 24,902 | +2.8% | 0.56% | +5.4% |
| Q3 2017 | $1,643,000 | +3059.6% | 24,219 | +2769.5% | 0.54% | +2452.4% |
| Q1 2017 | $52,000 | +8.3% | 844 | 0.0% | 0.02% | +16.7% |
| Q4 2016 | $48,000 | – | 844 | – | 0.02% | – |
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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% |