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 ↓ |
---|---|---|---|
First Citizens Asset Management, Inc. | 517,763 | $33,846,179 | 14.39% |
FIRST CITIZENS BANK & TRUST CO | 6,341,226 | $414,525,942 | 8.07% |
Mason & Associates Inc | 347,373 | $22,707,773 | 7.27% |
Simplicity Wealth,LLC | 176,970 | $11,568,542 | 6.77% |
Kingdom Financial Group LLC. | 102,047 | $6,670,814 | 6.28% |
Compton Wealth Advisory Group, LLC | 224,212 | $14,656,757 | 5.03% |
Strategic Equity Management | 144,691 | $9,458,440 | 3.56% |
Horst & Graben Wealth Management LLC | 185,209 | $12,107,084 | 2.98% |
Pegasus Partners Ltd. | 279,887 | $18,296,242 | 2.57% |
9258 Wealth Management, LLC | 187,212 | $12,238,072 | 2.38% |