ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 30 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $2,732,000 | -4.7% | 55,250 | +0.5% | 0.00% | 0.0% |
| Q2 2015 | $2,866,000 | +0.6% | 55,000 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,848,000 | +2.1% | 55,000 | -0.6% | 0.00% | +50.0% |
| Q4 2014 | $2,790,000 | +3.9% | 55,324 | +0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,686,000 | +2.3% | 55,312 | +0.6% | 0.00% | 0.0% |
| Q2 2014 | $2,626,000 | +5.4% | 55,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,492,000 | +0.3% | 55,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,484,000 | +10.8% | 55,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $2,241,000 | +6.9% | 55,000 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $2,096,000 | -62.8% | 55,000 | -63.4% | 0.00% | -66.7% |
| Q1 2013 | $5,634,000 | – | 150,081 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Baystate Wealth Management LLC | 772,784 | $74,635,000 | 9.09% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 381,610 | $36,856,000 | 8.48% |
| Great Lakes Retirement, Inc. | 256,191 | $24,751,000 | 7.61% |
| Atlantic Union Bankshares Corp | 494,006 | $47,711,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 55,346 | $5,345,000 | 4.83% |
| Global Wealth Management Investment Advisory, Inc. | 97,834 | $9,449,000 | 4.00% |
| Simplicity Solutions, LLC | 1,302,972 | $125,841,000 | 3.83% |
| Legacy Wealth Planning, LLC | 31,027 | $2,997,000 | 3.39% |
| Stokes Capital Advisors, LLC | 57,511 | $5,554,000 | 2.80% |
| AE Wealth Management LLC | 1,334,692 | $128,905,000 | 2.80% |