ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 39 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $143,000 | -25.5% | 2,497 | -28.8% | 0.00% | 0.0% |
| Q3 2019 | $192,000 | +3.2% | 3,507 | +3.1% | 0.00% | 0.0% |
| Q2 2019 | $186,000 | -7.5% | 3,401 | -11.1% | 0.00% | -50.0% |
| Q1 2019 | $201,000 | +67.5% | 3,827 | +52.0% | 0.00% | +100.0% |
| Q4 2018 | $120,000 | -10.4% | 2,518 | +0.5% | 0.00% | 0.0% |
| Q3 2018 | $134,000 | +5.5% | 2,506 | +0.2% | 0.00% | 0.0% |
| Q2 2018 | $127,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $127,000 | +5.8% | 2,500 | +8.9% | 0.00% | 0.0% |
| Q4 2017 | $120,000 | +5.3% | 2,295 | +0.2% | 0.00% | 0.0% |
| Q3 2017 | $114,000 | -18.0% | 2,290 | -19.8% | 0.00% | -50.0% |
| Q2 2017 | $139,000 | -0.7% | 2,854 | -2.4% | 0.00% | 0.0% |
| Q1 2017 | $140,000 | +0.7% | 2,924 | -0.9% | 0.00% | 0.0% |
| Q4 2016 | $139,000 | +6.9% | 2,952 | +0.3% | 0.00% | 0.0% |
| Q3 2016 | $130,000 | +2.4% | 2,944 | +0.5% | 0.00% | 0.0% |
| Q2 2016 | $127,000 | 0.0% | 2,929 | -4.4% | 0.00% | 0.0% |
| Q1 2016 | $127,000 | +25.7% | 3,065 | +26.6% | 0.00% | 0.0% |
| Q4 2015 | $101,000 | +9.8% | 2,421 | +3.6% | 0.00% | 0.0% |
| Q3 2015 | $92,000 | -9.8% | 2,338 | +0.4% | 0.00% | 0.0% |
| Q2 2015 | $102,000 | +2.0% | 2,329 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $100,000 | -2.0% | 2,329 | +1.8% | 0.00% | 0.0% |
| Q4 2014 | $102,000 | +142.9% | 2,287 | +132.9% | 0.00% | +100.0% |
| Q3 2014 | $42,000 | +10.5% | 982 | +9.6% | 0.00% | 0.0% |
| Q2 2014 | $38,000 | +31.0% | 896 | +27.8% | 0.00% | 0.0% |
| Q1 2014 | $29,000 | -17.1% | 701 | -19.8% | 0.00% | 0.0% |
| Q4 2013 | $35,000 | +59.1% | 874 | +45.7% | 0.00% | 0.0% |
| Q3 2013 | $22,000 | – | 600 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 5,046,672 | $321,440,000 | 15.16% |
| Horst & Graben Wealth Management LLC | 484,646 | $30,869,000 | 9.72% |
| Compton Wealth Advisory Group, LLC | 139,460 | $8,883,000 | 5.08% |
| Global Wealth Management Investment Advisory, Inc. | 143,160 | $9,118,000 | 3.29% |
| AE Wealth Management LLC | 2,612,133 | $166,376,000 | 1.68% |
| TIAA, FSB | 3,690,674 | $235,073,000 | 0.84% |
| BRYN MAWR TRUST Co | 272,603 | $17,363,000 | 0.69% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,638 | $4,244,000 | 0.64% |
| NinePointTwo Capital LLC | 22,780 | $1,450,000 | 0.55% |
| Lloyd Advisory Services, LLC. | 10,354 | $659,000 | 0.36% |