ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 28 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $559,000 | -5.4% | 11,078 | -1.8% | 0.08% | +123.7% |
| Q4 2017 | $591,000 | +4.6% | 11,278 | -0.3% | 0.04% | -28.3% |
| Q3 2017 | $565,000 | -9.0% | 11,311 | -11.0% | 0.05% | +130.4% |
| Q2 2017 | $621,000 | -2.5% | 12,714 | -3.8% | 0.02% | +360.0% |
| Q1 2017 | $637,000 | -3.3% | 13,214 | -5.7% | 0.01% | +66.7% |
| Q4 2016 | $659,000 | +4.1% | 14,019 | -2.2% | 0.00% | 0.0% |
| Q3 2016 | $633,000 | +13.8% | 14,330 | +11.7% | 0.00% | 0.0% |
| Q2 2016 | $556,000 | +0.2% | 12,830 | -3.8% | 0.00% | 0.0% |
| Q1 2016 | $555,000 | -10.3% | 13,330 | -10.1% | 0.00% | 0.0% |
| Q4 2015 | $619,000 | -14.0% | 14,830 | -19.6% | 0.00% | 0.0% |
| Q3 2015 | $720,000 | -28.1% | 18,440 | -19.5% | 0.00% | -25.0% |
| Q2 2015 | $1,001,000 | -4.1% | 22,912 | -5.2% | 0.00% | -20.0% |
| Q1 2015 | $1,044,000 | -3.0% | 24,161 | 0.0% | 0.01% | +25.0% |
| Q4 2014 | $1,076,000 | +5.5% | 24,161 | +1.3% | 0.00% | 0.0% |
| Q3 2014 | $1,020,000 | -1.7% | 23,861 | -1.5% | 0.00% | -20.0% |
| Q2 2014 | $1,038,000 | +5.2% | 24,223 | +0.3% | 0.01% | +25.0% |
| Q1 2014 | $987,000 | -19.1% | 24,141 | -20.4% | 0.00% | 0.0% |
| Q4 2013 | $1,220,000 | +8.2% | 30,311 | -1.6% | 0.00% | 0.0% |
| Q3 2013 | $1,128,000 | +2.3% | 30,811 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $1,103,000 | – | 30,811 | – | 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% |