ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 97 filers reported holding ISHARES TR in Q3 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 | 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% |