ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 98 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $230,448,000 | -1.1% | 2,647 | -2.5% | 0.00% | – |
| Q2 2019 | $233,033,000 | +0.1% | 2,716 | -4.0% | 0.00% | – |
| Q1 2019 | $232,711,000 | -0.6% | 2,830 | -13.3% | 0.00% | – |
| Q4 2018 | $234,120,000 | +31.7% | 3,263 | +56.8% | 0.00% | – |
| Q3 2018 | $177,759,000 | +7.0% | 2,081 | -1.9% | 0.00% | – |
| Q2 2018 | $166,117,000 | +20.9% | 2,121 | +13.8% | 0.00% | – |
| Q1 2018 | $137,434,000 | +149.2% | 1,863 | +147.1% | 0.00% | – |
| Q4 2017 | $55,155,000 | +7.9% | 754 | 0.0% | 0.00% | – |
| Q3 2017 | $51,136,000 | +75.1% | 754 | +66.4% | 0.00% | – |
| Q2 2017 | $29,209,000 | +360.9% | 453 | +339.8% | 0.00% | – |
| Q1 2017 | $6,338,000 | +105533.3% | 103 | 0.0% | 0.00% | – |
| Q4 2016 | $6,000 | – | 103 | – | 0.00% | – |
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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% |