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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 5,599,915 | $701,333,000 | 24.80% |
SOA Wealth Advisors, LLC. | 227,785 | $28,527,000 | 8.41% |
Baystate Wealth Management LLC | 653,067 | $81,790,000 | 7.94% |
Stonebridge Financial Planning Group, LLC | 82,798 | $10,370,000 | 7.04% |
Aspire Capital Advisors LLC | 70,546 | $8,835,000 | 6.70% |
Legacy Wealth Planning, LLC | 30,561 | $3,827,000 | 5.49% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 60,600 | $7,590,000 | 5.20% |
Strategic Equity Management | 71,352 | $8,936,000 | 4.64% |
Atlantic Union Bankshares Corp | 347,817 | $43,560,000 | 4.45% |
Crumly & Associates Inc. | 84,607 | $10,596,000 | 4.40% |