ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 70 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $226,000 | -34.7% | 2,641 | -40.2% | 0.00% | – |
| Q2 2018 | $346,000 | +120.4% | 4,414 | +107.6% | 0.00% | – |
| Q1 2018 | $157,000 | +109.3% | 2,126 | +108.4% | 0.00% | – |
| Q4 2017 | $75,000 | +38.9% | 1,020 | +27.3% | 0.00% | – |
| Q3 2017 | $54,000 | +3.8% | 801 | 0.0% | 0.00% | – |
| Q2 2017 | $52,000 | +8.3% | 801 | -5.7% | 0.00% | – |
| Q4 2016 | $48,000 | -77.4% | 849 | -77.6% | 0.00% | – |
| Q3 2016 | $212,000 | +351.1% | 3,787 | +337.8% | 0.00% | – |
| Q2 2016 | $47,000 | – | 865 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,064,017 | $645,651,000 | 25.08% |
| Aspire Capital Advisors LLC | 93,295 | $14,822,000 | 14.10% |
| Strategic Equity Management | 186,686 | $29,659,000 | 10.67% |
| Baystate Wealth Management LLC | 612,946 | $97,379,000 | 8.59% |
| Stonebridge Financial Planning Group, LLC | 85,563 | $13,593,000 | 7.61% |
| Atlantic Union Bankshares Corp | 517,941 | $82,285,000 | 7.20% |
| Crumly & Associates Inc. | 113,482 | $18,029,000 | 6.76% |
| Mason & Associates Inc | 134,226 | $21,324,000 | 6.52% |
| Legacy Wealth Planning, LLC | 30,546 | $4,853,000 | 5.71% |
| Retireful, LLC | 1,663 | $233,000 | 5.60% |