ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 54 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $344,000 | +6.8% | 5,880 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $322,000 | +1.3% | 5,880 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $318,000 | +2.9% | 5,880 | 0.0% | 0.04% | -7.9% |
| Q1 2019 | $309,000 | +10.0% | 5,880 | 0.0% | 0.04% | -5.0% |
| Q4 2018 | $281,000 | -10.5% | 5,880 | 0.0% | 0.04% | +2.6% |
| Q3 2018 | $314,000 | +5.0% | 5,880 | 0.0% | 0.04% | -2.5% |
| Q2 2018 | $299,000 | – | 5,880 | – | 0.04% | – |
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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% |