ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 78 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $261,611 | -1.5% | 4,002 | +1.6% | 0.03% | +3.2% |
Q2 2023 | $265,646 | +2.7% | 3,939 | -0.9% | 0.03% | -3.1% |
Q1 2023 | $258,642 | +2.2% | 3,973 | -9.3% | 0.03% | -13.5% |
Q3 2022 | $253,000 | +3.3% | 4,381 | +11.4% | 0.04% | +12.1% |
Q2 2022 | $245,000 | -8.2% | 3,931 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $267,000 | -2.9% | 3,931 | 0.0% | 0.03% | +6.5% |
Q4 2021 | $275,000 | +6.6% | 3,931 | 0.0% | 0.03% | -11.4% |
Q3 2021 | $258,000 | -1.9% | 3,931 | 0.0% | 0.04% | -10.3% |
Q2 2021 | $263,000 | +5.2% | 3,931 | 0.0% | 0.04% | -2.5% |
Q1 2021 | $250,000 | +6.4% | 3,931 | 0.0% | 0.04% | 0.0% |
Q4 2020 | $235,000 | +16.9% | 3,931 | 0.0% | 0.04% | -2.4% |
Q3 2020 | $201,000 | -30.4% | 3,931 | -20.6% | 0.04% | -30.5% |
Q4 2019 | $289,000 | +6.6% | 4,952 | 0.0% | 0.06% | -3.3% |
Q3 2019 | $271,000 | +1.5% | 4,952 | 0.0% | 0.06% | -1.6% |
Q2 2019 | $267,000 | +2.7% | 4,952 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $260,000 | +10.2% | 4,952 | 0.0% | 0.06% | +8.8% |
Q4 2018 | $236,000 | -10.6% | 4,952 | 0.0% | 0.06% | -10.9% |
Q3 2018 | $264,000 | +4.8% | 4,952 | 0.0% | 0.06% | -1.5% |
Q2 2018 | $252,000 | +1.2% | 4,952 | 0.0% | 0.06% | -4.4% |
Q1 2018 | $249,000 | -3.9% | 4,952 | 0.0% | 0.07% | -1.4% |
Q4 2017 | $259,000 | +4.9% | 4,952 | 0.0% | 0.07% | 0.0% |
Q3 2017 | $247,000 | +2.1% | 4,952 | 0.0% | 0.07% | +1.5% |
Q2 2017 | $242,000 | -40.7% | 4,952 | -41.6% | 0.07% | -44.3% |
Q1 2017 | $408,000 | +2.5% | 8,483 | 0.0% | 0.12% | -8.3% |
Q4 2016 | $398,000 | +6.4% | 8,483 | 0.0% | 0.13% | +3.9% |
Q3 2016 | $374,000 | +1.9% | 8,483 | 0.0% | 0.13% | -10.5% |
Q2 2016 | $367,000 | +4.0% | 8,483 | 0.0% | 0.14% | +21.2% |
Q1 2016 | $353,000 | 0.0% | 8,483 | 0.0% | 0.12% | -4.1% |
Q4 2015 | $353,000 | – | 8,483 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Horst & Graben Wealth Management LLC | 654,051 | $33,402,000 | 12.96% |
FIRST CITIZENS BANK & TRUST CO | 2,719,792 | $138,900,000 | 9.78% |
Compton Wealth Advisory Group, LLC | 128,077 | $6,541,000 | 4.89% |
Global Wealth Management Investment Advisory, Inc. | 149,389 | $7,629,000 | 3.30% |
Simplicity Solutions, LLC | 2,128,387 | $108,697,000 | 2.00% |
AE Wealth Management LLC | 2,137,591 | $109,167,000 | 1.56% |
HARBOR INVESTMENT ADVISORY, LLC | 66,144 | $3,378,000 | 0.65% |
BRYN MAWR TRUST Co | 225,594 | $11,521,000 | 0.53% |
TIAA, FSB | 1,959,930 | $100,093,000 | 0.45% |
Lloyd Advisory Services, LLC. | 10,501 | $536,000 | 0.33% |