ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 70 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,410,056 | +7.3% | 52,165 | +10.7% | 0.00% | 0.0% |
| Q2 2023 | $3,179,357 | -6.4% | 47,143 | -9.7% | 0.00% | 0.0% |
| Q1 2023 | $3,397,660 | +6.3% | 52,191 | +6.1% | 0.00% | 0.0% |
| Q4 2022 | $3,196,012 | +17.2% | 49,192 | +4.0% | 0.00% | 0.0% |
| Q3 2022 | $2,728,000 | +48.8% | 47,279 | +59.4% | 0.00% | +50.0% |
| Q2 2022 | $1,833,000 | -15.3% | 29,668 | -4.5% | 0.00% | 0.0% |
| Q1 2022 | $2,164,000 | +5.9% | 31,063 | +6.5% | 0.00% | 0.0% |
| Q4 2021 | $2,044,000 | +13.4% | 29,171 | +6.3% | 0.00% | 0.0% |
| Q3 2021 | $1,802,000 | -3.3% | 27,452 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $1,864,000 | +9.8% | 28,056 | +5.3% | 0.00% | 0.0% |
| Q1 2021 | $1,697,000 | +21.3% | 26,641 | +10.3% | 0.00% | 0.0% |
| Q4 2020 | $1,399,000 | +31.9% | 24,160 | +16.3% | 0.00% | +100.0% |
| Q3 2020 | $1,061,000 | +15.0% | 20,780 | +9.9% | 0.00% | 0.0% |
| Q2 2020 | $923,000 | +209.7% | 18,908 | +179.6% | 0.00% | – |
| Q1 2020 | $298,000 | -26.2% | 6,763 | -2.0% | 0.00% | -100.0% |
| Q4 2019 | $404,000 | +49.6% | 6,901 | +40.2% | 0.00% | – |
| Q3 2019 | $270,000 | +1.5% | 4,924 | 0.0% | 0.00% | – |
| Q2 2019 | $266,000 | +5.6% | 4,924 | +2.6% | 0.00% | – |
| Q1 2019 | $252,000 | – | 4,799 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,931,505 | $285,535,000 | 14.58% |
| Horst & Graben Wealth Management LLC | 581,718 | $33,681,000 | 11.61% |
| Compton Wealth Advisory Group, LLC | 140,522 | $8,136,000 | 5.07% |
| Global Wealth Management Investment Advisory, Inc. | 144,469 | $8,365,000 | 3.24% |
| Simplicity Solutions, LLC | 2,166,390 | $125,434,000 | 1.86% |
| AE Wealth Management LLC | 2,212,817 | $128,122,000 | 1.45% |
| BRYN MAWR TRUST Co | 254,695 | $14,747,000 | 0.62% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,552 | $3,853,000 | 0.62% |
| NinePointTwo Capital LLC | 22,780 | $1,319,000 | 0.54% |
| TIAA, FSB | 1,997,321 | $115,645,000 | 0.43% |