ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 91 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,701 | +7.3% | 124 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,106 | -3.1% | 124 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,362 | +3.6% | 124 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,072 | +0.2% | 124 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,056 | +15.1% | 124 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 124 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 124 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 119 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +20.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | +20.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | – | 119 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Asset Management, Inc. | 461,697 | $30,056,486 | 12.49% |
| Arcadia Wealth Management, LLC | 150,379 | $9,789,689 | 8.12% |
| Simplicity Wealth,LLC | 179,643 | $11,694,750 | 7.78% |
| FIRST CITIZENS BANK & TRUST CO | 5,685,771 | $370,143,692 | 7.38% |
| Mason & Associates Inc | 369,511 | $24,055,166 | 7.36% |
| Compton Wealth Advisory Group, LLC | 197,946 | $12,886,296 | 4.45% |
| Horst & Graben Wealth Management LLC | 199,285 | $12,973,000 | 3.22% |
| Strategic Equity Management | 132,001 | $8,593,291 | 3.06% |
| TIAA, FSB | 7,876,414 | $512,754,551 | 1.90% |
| Econ Financial Services Corp | 35,540 | $2,313,654 | 1.75% |