ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 89 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |