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 | $1,652,162 | -5.9% | 25,274 | -2.9% | 0.00% | 0.0% |
| Q2 2023 | $1,755,598 | +3.6% | 26,032 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,694,407 | -11.1% | 26,028 | -11.3% | 0.00% | -33.3% |
| Q4 2022 | $1,906,675 | +27.7% | 29,347 | +13.4% | 0.00% | 0.0% |
| Q3 2022 | $1,493,000 | -6.6% | 25,879 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,599,000 | -11.6% | 25,879 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,809,000 | +11.3% | 25,973 | +12.0% | 0.00% | 0.0% |
| Q4 2021 | $1,625,000 | +27.5% | 23,187 | +19.4% | 0.00% | +50.0% |
| Q3 2021 | $1,275,000 | -7.0% | 19,416 | -5.9% | 0.00% | -33.3% |
| Q2 2021 | $1,371,000 | +4.7% | 20,628 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $1,309,000 | +10.0% | 20,565 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,190,000 | +13.3% | 20,565 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,050,000 | +9.0% | 20,565 | +4.3% | 0.00% | 0.0% |
| Q2 2020 | $963,000 | +10.8% | 19,712 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $869,000 | +2615.6% | 19,712 | +3543.6% | 0.00% | – |
| Q4 2019 | $32,000 | +6.7% | 541 | 0.0% | 0.00% | – |
| Q3 2019 | $30,000 | +25.0% | 541 | +20.8% | 0.00% | – |
| Q2 2019 | $24,000 | -55.6% | 448 | -56.0% | 0.00% | – |
| Q1 2019 | $54,000 | +217.6% | 1,018 | +193.4% | 0.00% | – |
| Q4 2018 | $17,000 | -10.5% | 347 | 0.0% | 0.00% | – |
| Q3 2018 | $19,000 | +5.6% | 347 | 0.0% | 0.00% | – |
| Q2 2018 | $18,000 | 0.0% | 347 | 0.0% | 0.00% | – |
| Q1 2018 | $18,000 | 0.0% | 347 | 0.0% | 0.00% | – |
| Q4 2017 | $18,000 | +5.9% | 347 | 0.0% | 0.00% | – |
| Q3 2017 | $17,000 | 0.0% | 347 | 0.0% | 0.00% | – |
| Q2 2017 | $17,000 | 0.0% | 347 | 0.0% | 0.00% | – |
| Q1 2017 | $17,000 | +240.0% | 347 | +218.3% | 0.00% | – |
| Q2 2015 | $5,000 | – | 109 | – | 0.00% | – |
Download | ||||||
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% |